Financials Module: Edit/Correct a Payment Amount Logged Towards an Obligation/Pledge

This process would be applicable if the incorrect Payment amount was entered and needs to be corrected.

How to Edit/Correct a Payment Amount Logged Towards an Obligation/Pledge:

Note: If your Cut Time Account is linked to a Payment Processor, you will need to contact your Payment Processor directly to make sure the Credit/Debit Card User is adjusted in addition to manually Updating their Cut Time Profile Ledger Details!

How to Adjust a Member's Financial Ledger

This would be the use case if the money is staying within the Student's Account.

1. Within the Payments/Credits/Refunds section, click on the "Adjust" button of the Payment that you need to correct the amount of
2. Once within the adjustment screen, you can correct the Payment Amount and add a Memo to record why this adjustment is being made.
3. This change will then be reflected in the Payments/Credits/Refunds section, and the amount due in the Obligations/Debits section will also reflect this

*Note: If the Method of Payment was Credit, then the Credit Balance will reflect that adjustment.

Delete a Payment

*Note: If you need to delete a Payment, you can click "Delete". But be aware! Deleting Payments, will permanently Delete that Payment.