Creating a Sales Failure

Sales Failures are recorded manually from the Sales Payment. These can be found directly from the Sales Invoice or from the Sales Payment List view.

Step-by-Step Process (from the Invoice)

1. From the Sales Menu, select the Invoices Sub-Menu, and then select the relevant paid invoice.
2. In the status section of the Invoice select the Payment History.
3. Locate the relevant Sales Payment you wish to mark as a failure and select it.
4. Scroll to  the bottom of the transaction to the section titled Add Payment Failure.
5. Complete the Date and optionally add a Reference as to why the payment has failed.
6. Then click Add Failure.

The Sales Payment entries are reversed and value is reinstated on the invoice.