Audience: Accounting Manager
Summary: How and when you can void payments within MineralTree
The article covers the following topics:
1. As an Accounting Manager user, go to Payments and click into the Payment Details screen by clicking on the payment amount.
2. Click "Void" in the bottom right corner. This will void the payment in MineralTree, which will re-open the invoice (i.e. return the record to the Unpaid Invoices list on the Invoices tab). The void will not sync back to the accounting system -- this will need to be done manually.
3. Voiding payments in MineralTree only affects record keeping and will not actually cancel a payment. To cancel the payment, please see the below section.
|Before payment clears||After payment clears|
|Check||Call customer support before 8:30am ET the day after approved||Contact your bank|
|ACH||Contact your bank to stop payment||Contact vendor for refund|
|SilverPay||Contact MineralTree customer support||Contact vendor for refund|
|Amex||Contact Amex customer service||Contact vendor for refund|
|Wire||Contact MineralTree||Contact vendor for refund|
This article only applies to payments already made in MineralTree. If the payment has not been sent out, the VOID button will show as "Add to Queue" and you can recall the payment.