How to Reverse an Installer Payment

How do you reverse an installer payment?
The steps below will guide you on reversing an Installer Payment, both if it has not been paid through Installer Payables and if it is marked as paid.

Steps for reversing an Installer Payment that has NOT been paid through Installer Payables:
  1. Navigate to the Job Labor Maintenance / Installer Payments module
  2. Enter the Branch & Job Number for the installer payment you need to delete
  3. Highlight and right-click on the Payment Line in the installer Payment Summary box, making sure the Paid Date displays Not Paid, and then select Delete Payment. See the image below:


Steps for reversing an Installer Payment that HAS been processed through Installer Payables:

Step 1.
  1. Navigate to the Job Labor Maintenance / Installer Payments module
  2. Enter the Branch & Job Number for the installer payment you need to reverse
  3. Highlight the payment line to modify and select Add Payment



Step 2.
  1. In the Add Payment screen, select the installer for which you are reversing the payment
  2. Enter the Work Qty as a negative amount
  3. Enter a payment comment if desired, otherwise, there is a CC 2 switch "prompt ship to on Installer pay," that, if set to "Y" will auto prompt the Customer Name and Address. Click Save.


If the incorrectly paid Installer cashed the check and owes you the payment back, process the negative payment you added above so you can deduct the amount from his next payment.

Scenarios for recouping processed installer payments:
  1. If the amount still needs to be posted to A/P, leave the amount unselected in Installer Payables until there are enough payments to net the Total Selected amount to zero or greater.
  2. If you do not wish to leave it unprocessed, you can do the following:
    1. Enter a positive adjustment for the amount it is negative and select both the adjustment and the negative line item(s). 
    2. When you get to A/P, accept the $0 invoice.
    3. Contact BMS for further instructions.
Remember that deleting the system-generated Installer Payables invoice in A/P does not correct Job Cost, and it does not reverse the items previously marked as paid. If this is deleted, the Invoice will need to be manually reentered.

If another Installer needs to be paid for the installer payment reversal, back in the  Job Labor Maintenance / Installer Payments screen, click Add Payment to add a new payment for the correct installer.

 
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