Transaction Browser


 

Void a Transaction in Transaction Browser

Overview

This article will show you how to void a transaction.

Instructions

  1. Navigate to Financial > Transaction Browser
    civicrec_financial_transaction_browser.jpg
  2. Select filters:
    Apply_Filters.png
    • 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__view_receipt_on_transaction_browser_.png
  4. Select the Void button to void a transaction
    Click_Void.png
  5. Choose to enter additional information about the void in Void Reason/Note box
    void_transaction_void_reason.jpg
  6. Select Continue
    void_transaction_continue.jpg
  7. Review Void Confirmation information; click Submit
    void_transaction_submit.jpg



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