Reverse / Transfer / Split Payments
Last Modified on 03/20/2026 1:03 pm PDT
Pathway: Accounts > Search > Account
From an account’s AR History screen, the option to Reverse/Transfer/Split payment is available to manually recorded payments (payments made in either cash or check form).
Permissions
The following permissions are required to Reverse/Transfer/Split payments:
| Permission ID | Permission Name |
| 5 | View Account |
| 6 | View Site |
| 41 | View AR History |
Reverse A Payment
In scenarios such as a check returned for insufficient funds, the payment can be reversed on the customer’s account using the Reverse Payment option. This does not create a refund (no funds were collected) and is not considered a voided payment.
After a payment has been reversed it will display similar to what is shown below. If a note was added, it can be viewed by hovering over the green note icon. An exclamation point indicates the payment was reversed.
- Right-click within the row of the payment you would like to reverse.
- Select Reverse/Transfer/Split.
- Select Reverse Payment from the drop down options in the Payment Reversal/Transfer/Split popup window.
- Enter a Note to record the reason the payment was reversed.
- Select Post when finished.
Payment Reversal: Apply Insufficient Funds Fee
(Only applies to Payment Reversals and Charge Backs. Transfers and Split Payments are Excluded.)
If a payment reversal, or charge back is recorded for a payment, and the account class has been configured to include an insufficient funds fee, a manual charge is created for the account. For this, the following logic is used:
To learn more about configuring Account Class for processing insufficient funds fees, see the Account Class Setup documentation.
By default, the 'Apply Insufficient Funds Fee' check box is checked. The full fee is applied regardless if the reversal or charge back was for a partial amount.
Transfer/Split Payments
Payments can be transferred or split between accounts to correct an error, or to satisfy a customer’s payment handling request. Payments that are split or transferred to other accounts will be recorded as a reversal on the current account and applied as a payment on the target account(s).
- Right-click within the row of the payment you would like to transfer or split.
- Select Reverse/Transfer/Split.
- Select Transfer/Split from the drop down options in the Payment Reversal /Transfer/Split popup window.
- Search for the account(s) the payment will be transferred to or split between in the Search Account field. Upon searching, the returned results will auto-populate in the payment editor section below the search.
- Select within the Amount field and enter the amount that will be split or transferred.
- The payment amount received displays at the top for reference.
- Enter a Note to record the reason the payment was either transferred or split. Notes display in the AR History screen with the change.
- Select Post when finished.
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