How do I void a payment?

Credit card and ACH payments do not actually "post", i.e. process, until the end of the day. Because of this, they can be voided anytime before the posting. Check with your processor if you aren't sure what your post time is. 

Before a credit card is processed, you can VOID the charge through Deskworks. After it posts, you can REFUND directly through Deskworks. 

How to void a payment

1. Click BILLING > CHARGES/PAYMENTS
2. EDIT the order for which you want to void a payment. 
3. You will see a red X next to the payment if you can still void it. Click the red X. The payment will be removed and won't process at the end of the day. 

Info: Some banks put a hold on a payment even though you voided it. The payment will not go through, but the bank may keep the hold on for several days.

How to refund a payment voided outside of Deskworks

If you voided a transaction directly in your payment processor or gateway portal, you can no longer void the payment in Deskworks. To get the Deskworks record straight: 

1. Use ADD A REFUND to the order in question, but process it as "Other". 
2. In Comments, note that the refund was processed directly through your processor/gateway. 
3. Process a new payment as needed. 

Note: Only the full payment amount can be voided in Deskworks. To return a partial amount, wait for the payment to post. Then, refund the desired amount.