📝 Overview
This article explains how to handle a returned or bounced check in the system. Whether a check is returned due to non-sufficient funds (NSF) or another reason, the process is the same — the steps below apply to both situations.
🖊️ Recording a Returned or Bounced Check
Navigate to the applicable payment. This can be accessed from:
The Billing tab in the client's profile
The applicable invoice
The Payments tab in the Billing dashboard
From the invoice, click the Payments tab
Click the gear icon to the right of the payment and select Delete Payment
Once deleted, click Edit Invoice and use the invoice note field to record relevant details, such as the check number and the reason for the return (e.g., Non-Sufficient Funds/NSF)
If a bounced check fee or other fee applies, add it as a line item on the invoice
💡 If the fee item doesn't already exist, you may need to add it to your inventory first.
A new payment can now be taken on the invoice. Consider noting in the new payment that it replaces a previously deleted payment for reference.