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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Void a Transaction in Transaction Browser

  • Updated:

This article will show you how to void a transaction using the Transaction Browser. 

 

 

Instructions

  1. Navigate to Financial > Transaction Browser
    transaction browser
  2. Select filters
    filters
    • Locations: Select locations
    • Payment Type: Select payment types
    • Account: Search and select any user
    • Transaction From: Enter the start date for results
    • Transaction To: Enter the end date for results
    • Receipt #: Enter a receipt number, if applicable
    • Show Voids: Select to show void transactions in addition to valid transactions
  3. Click Refresh Results to apply filters to search results
    refresh results
  4. Select the Void button to void a transaction
    void
  5. Choose to enter additional information about the void in Void Reason/Note box
    void notes
  6. Select Continue
    continue void
  7. Review Void Confirmation information; click Submit
    submit void

Comments

Let us know what was helpful or not helpful about the article.

1 comment

Date Votes
  • Marsha Weidner

    Nothing happens to tell if the void was completed. 

    Void Confirmation

    Receipt #

    72792687 (06/28/2024 01:54 PM)

    Customer
    Payment Method

    $120.00 Credit/Debit

    Transaction Total

    $120.00

    Void Reason/Note

    Card issued did not work. Cindy Nelson asked to do this void. MW. 

     

    After hitting the submit nothing happens. No confirmation or anything. 

     

    0

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