If a payment has been canceled or returned, you can reprocess it by removing the original receipt, deleting the invoice, regenerating the invoice, and then processing the payment again.
Follow the steps below to complete the process.
Log in to Aaniie.
Navigate to Menu > Accounting > Payer Invoicing.
Load the appropriate Billing Period containing the invoice you want to reprocess.
Before deleting the invoice, the payment receipt must first be removed.
Locate the invoice.
On the far right of the invoice row in the actions column, click the Manage Receipts icon (the ticket icon; fourth icon from the left).
The Receipt Management window will open.
Locate the existing receipt.
Click the Delete Receipt (trash can) icon.
Once deleted:
The payment is removed from the invoice.
The invoice balance returns to the original amount due.
The invoice will no longer show as paid.
Close the Receipt Management window to return to the Payer Invoicing screen.
Now remove the invoice itself.
Place a checkmark in the checkbox to the left of the invoice row.
Above the invoice list, open the Actions drop-down.
Select Delete Selected Invoices.
Click the right-facing arrow to process the action.
The invoice is now deleted.
At this point:
The receipt has been removed.
The invoice has been removed.
The client no longer has an invoice for that billing period.
Next, generate a new invoice.
At the top of the screen, locate the Search Clients field.
Begin typing the client's name.
Select the client when they appear in the list.
Click Search.
Under the Clients Selected section, place a checkmark next to the client.
Open the Actions drop-down.
Select Generate Invoices from Selected Clients.
Click the right-facing arrow to generate the invoice.
A new invoice will now be created.
If any changes were made to shifts, services, or billing information before regenerating the invoice, those updates will be reflected in the newly generated invoice.
Locate the newly created invoice.
Click the Apply Payment icon in the Actions column.
The payment window will display:
Payment Method Owner
Invoice ID
Payment Amount
Depending on your Site Settings, the payment amount may automatically populate with either:
the Invoice Balance, or
the Account Balance.
If the payment window displays the Account Balance but you only want to charge the current invoice, simply edit the payment amount so it matches the invoice balance before continuing.
Verify the payment amount.
Click Process Payment.
The payment will now be processed against the regenerated invoice.
To reprocess a canceled or returned payment:
Load the appropriate billing period.
Delete the payment receipt.
Delete the invoice.
Regenerate the invoice for the client.
Apply and process the payment again.
This process ensures the payment is associated with a newly generated invoice while also reflecting any billing or shift updates that may have occurred before regeneration.