Changing Payoff Tender Type

Changing Payoff Tender Type

Follow these steps to change the payoff tender type:

Step 1

Select Customer Accounts from the Sales section in the main menu.

Step 2

Select the green edit (pencil) icon under the Actions column next to the customer account you wish to update.

Step 3

On the Customer Details screen, select Debits, then click View All.

Step 4

In the Payments column, click the payment icon next to the Payoff for which you want to adjust the Tender type.

Step 5

In the Debit History modal, enter the full reversal amount (for the tender payment made) in the Reverse field. Then click Reverse.

Step 6

Click on Payments.

Step 7

Choose the correct Tender type and proceed to make the Payoff as usual.

This concludes the process of changing the Payoff Tender type.