Have you ever been in a situation where a payment was made by the applicant, but later you realized the accounting code was wrong? Fortunately, there is an easy way to fix this!
Step-by-Step Guide
Go to the Fees section. From the application, click on View/Edit to access the fees section.
Access the payment details. Click on the specific payment you need to edit.
You should see a menu pop up with a few buttons. Click "View Details."
On this page, you'll see the details of this transaction. In this example, there were two fees paid. Let's say the code for the Application Fee is incorrect. Make sure you pay attention to the amount that was paid and the name of the fee. Find your incorrect fee, and click the red "X" to delete it.
Now we need to add back the fee that was paid, but with the correct accounting code. Click "Add Item" at the bottom of the Transaction Info section.
You'll now see a few fields pop up. Select the appropriate fee that you are replacing. In this case, I'll click "Application Fee" since this is the one that had the incorrect code.
Now, add the appropriate accounting code and click "Save"
You should see your new fee with the correct accounting code. Everything should add up to the amount that was paid.
Nice Work!