Adjust a cash receipt afterwards

If a receipt paid in cash contains errors, e.g. a wrong amount, adjust it.

Prerequisites

• Role View and create payments.
• The receipt is paid in cash and not reversed.
• You can read the contact details of the receipt. Global admins read them masked in another tenant, and fepli answers with “403” when they adjust.

Steps

1. Select Payments > Receipts.
2. Open the receipt.
3. In the actions menu (⋮), select Adjust afterwards.
4. Correct the items, the Billing address or the Email address.
5. To book the new receipt as paid, turn on Cash payment.
6. If the family should receive the new receipt by email, turn on Notify recipient.

7. Select Adjust receipt.

Result

The message “The receipt was reversed and a new one for {amount} created.” appears.

See also

• Payments: “Adjust receipt” side panel