Undo an Invoice Payment

You can undo an invoice payment if all of the following conditions are true:

• You have the Invoices: Pay, Undo payment, Credit permission enabled in Polaris Administration. For more information about fiscal year permissions, search for "Acquisitions Workflow Permissions" in the Polaris staff client help.
• If the invoice type is Miscellaneous:
  • The invoice status is Paid.
  • The payment method is Purchase.
  • All invoice line items have a status of Paid or the invoice has header charges.
• For all other types of invoices:
  • The invoice status is Paid.
  • The payment method is Purchase.
  • All invoice line items have a status of Paid.

To undo a payment

1. Find the invoice with the payment you want to undo, and open it in the Invoice workform.

2. Select ACTIONS > Undo Payment.

   Leap prompts you to confirm the action.

3. Select CONTINUE.

   Leap does the following:

   • Reverses the invoice payment.
   • Adjusts linked funds.
   • Logs the transaction in the payment history.
   • Returns the invoice to the Open status. The invoice can now be edited again.