Help CenterVoiding Payments: You can now void payments right from inside RECUR360 for RECUR360PAY payments! 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.
Note: If you see the option for 'Do Not Refund the Payment Through The Payment Processor' selected then the refund will be recorded in Recur360 and in Quickbooks, but there will be no refund processed to the customer.
This can occur with ACH transactions that have settled but have not fully cleared (5-7 business days). You will not be able to void the transaction and the option to refund will not be available until the transaction fully clears.
There is a report for Processed Void/Refund History that will show the details of any voids or refunds done
