Instead of deleting payments, they are marked Void in Momentus Elite. This allows you to keep a historical record of payments, which also works well with the activity log.
- If part or all of your payment was allocated to a credit, the credit created from this payment is unaffected.
- All invoice allocations from this payment will be removed.
To void a payment:
- Open the Payment slider from the:
- Account Details Page: Click Financials and select the payment.
- Event Details Page: Click Financials Payments and select the payment.
- Exhibitor Slider: On the event details page, click Exhibitors Exhibitors. Click the exhibitor to open the Exhibitor slider and select the payment.
- In the Payment slider, click the more_vert menu icon.
- Click Void.
- A warning will appear to remind you that all invoice allocations from this payment will be removed. Confirm the warning. Your payment is now void. By default, void payments will not appear in the list. You can click the eye icon to toggle whether they are visibility shown or visibility_off hidden.