Canceling a Settlement Payment

This article was developed to provide instructions on canceling a settlement payment within the Forth CRM.

Search the client you wish to cancel a settlement payment for in the Client's section of the CRM. Once you are on the desired client's page, click the Enrollment link in the Navigation Bar.

This will direct you to the Enrollment Details section to view the client's Payment Schedule. Scroll down the payment schedule to find the settlement payment you wish to cancel. Click the green arrow next to the payment you wish to cancel (see the red highlighted image below).

Once you have found the settlement payment you wish to cancel, click on the blue paper and yellow pencil Click to Edit icon located to the far right of the entry (see the red highlighted image below).

An Add/Edit Payment edit box will appear on your screen which will allow you to modify the settlement payment.

Click on the Action dropdown menu (shown above) and select "Cancel Transaction." Click on the Save button to save your changes.

Article Version History: