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How do I fix a cash or card payment that was incorrectly linked as an electronic payment in agentOS?

If a cash or card payment has been linked and posted as an electronic payment by mistake, delete the payment group from your All Payment Groups list. This will reverse the duplicate entry on the person's account.

If you have linked and posted a cash or card payment as an electronic payment in error, it will appear twice on the person's account. To correct this, you need to delete the payment group from the All Payment Groups list.

To delete the incorrect payment group:

  1. Go to Accounts in the top navigation.
  2. Click Bank Accounts and open your relevant bank account.
  3. From the left-hand ladder, select All Payment Groups.
  4. Locate the incorrect payment group in the list.
  5. Click the Actions button to the right of the entry.
  6. Select Delete.

Deleting the payment group will reverse the item on the person's account automatically, removing the duplicate entry.

For guidance on the correct process for reconciling cash and card payments, see: How do I reconcile a cash or card payment in agentOS?

If you need further assistance, contact support@agentos.com.