Reverse a receipt

If a payment is to be reversed in full or in part, e.g. after a withdrawal, reverse the receipt.

Prerequisites

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

Steps

1. Select Payments > Receipts.
2. Open the receipt.
3. Select Reverse.
4. Under Which receipt items should be reversed?, select the items.
5. To retain a part, e.g. 50 % as a cancellation fee, turn on Reverse a partial amount.
6. Select Pay out the amount or Transfer to credit balance.
7. If the fee should be open again, leave Mark registrations as “unpaid” turned on.
8. If the participant should also be withdrawn, turn on Set registrations to “withdrawn”.

9. In the dialog, select Reverse.
10. If you selected Pay out the amount, transfer the money outside fepli.

Result

The message “Reversal receipt {number} created” appears. fepli offsets transferred credit with the next receipt.

See also

• Payments: “Reverse payment” dialog
• How payment obligation, receipt and credit fit together