RECUR360Pay Voids

In order to carry out this ‘Void/Refund Invoice’ process, you must visit Settings->Payment Processors and setup various settings under RECUR360PAY.

• • In order for everything to be properly accounted for, you must enable Creating NSF Invoices when payments are found to be Charged Back/Returned and you must also set up Automated Deposits at the bottom.
  • You are required to setup ACH/Card Items mapped to a Clearing account to be used for this process.
  • If you have already setup RECUR360 to automatically create NSF invoices for the payments sync, you can use the same item for ‘Refund Invoices’ (Feel free to rename your items inside of QuickBooks to reflect, for example ‘Returned/Refunded Check` or ‘Card Chargeback/Refund’.)

• • Whenever you perform either a Void or a Refund, you can also optionally choose to send Customer or Invoice emails to your customers about the Void/Refund.

If you visit any payment on invoices or in reports, you will see a New Void/Refund button next to the payment.

• • Clicking on that will bring up details about the payment in QuickBooks and/or details about how the payment was processed with RECUR360PAY. 

• • As long as the status shows 'Batched' then you will be able to run a void.
  • If it shows settled, you will need to run a Refund for the transaction. Click here for refund instructions. 

Payments that can be voided with the payment processor would in turn make the payment in QuickBooks change to a $0 payment.

• • This would make any invoices the payment was originally tied to open, to receive a new payment.

When you access the invoice, it will no longer show that payment.

• • If you access your Recur360Pay History report you will see the record of the void. 

You are now able to move forward as normal and process a new payment or issue a credit memo. Click here to learn about Credit Memos.