Remove a Payment

Payments can only be removed from a case using the Payment Utility tool.

PREREQUISITES:

  • Administrators must give users the Payment Utility permission. See Security Roles in the Admin 3.8 Guide for more information.

  • The first time you install Respond, you need to add any apps or pages you need or want to access. For example, use the Route menu option to add a menu item that navigates to the Asset Details, License Management tool, and other pages. See Add Menu Items and Edit Item Fields for more information.
  1. Open the Payment Utility tool.
  2. Enter search criteria, such as the case number, case type, or status in the corresponding fields.
  3. Tap Search.

Results matching your search criteria display below the search form.

  1. Select the desired case to update.
  2. Tap Actions.

The Payment Action panel opens.

  1. Select one or more payments made on the case.
  2. Select Delete Selected Payments.
  3. Tap Update.

See Payment Utility Fields for an explanation of the Payment Utility panel fields.

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