How do you reverse a payment in Easyflor?

What is reversing a payment?

Reversing a payment means undoing a previously received payment. You do this, for example, when a customer accidentally paid too much, or when a payment needs to be refunded.

Why do you need to reverse a payment?

• To correct an erroneous payment
• If a customer requests a refund
• When canceling an order that has already been paid for
• To keep the administration accurate

How do you reverse a payment?

Step 1: Go to Invoices

1. Click on the "Invoices" tile
2. Click on "Outstanding"

Step 2: Create a new payment

• Click "+New" at the top

Step 3: Fill in the basic details

Select the following details:

• Debtor: Choose the customer whose payment you want to reverse
• Payment method: Select the payment method used
• Date: Adjust the date if needed (default is today)

Step 4: Confirm the payment

• Click "New" at the top again
• This confirms that you're going to add a payment for the chosen customer

Step 5: Enter the amount to be reversed

Note: This is the most important step!

• Enter the amount you want to reverse
• Put a minus sign (-) before the amount
• For example: -125.50 for a refund of €125.50

Useful tips:

• Use the split-screen function to see invoices and payment amounts side by side
• Add in the description field that it's a reversal (useful for administration)

Step 6: Save the payment

• Click "Apply"

Step 7: Link to the correct invoice

1. The payment now appears in the payment overview
2. Select the payment you just created
3. Select the invoice to which the reversal should be linked
4. The link is made automatically

Done!

You have now successfully reversed a payment in Easyflor. The reversal is visible in the payment overview with a minus sign and is linked to the correct invoice.

Need extra help? Contact your consultant if you have questions about reversing payments.