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Cancelling a transaction

How to cancel an outstanding Transaction so its no longer outstanding on the contact

  1. Login as Admin

  2. Go to contacts & search and select the contact

  3. Go to the accounts tab

  4. Select the transaction

  5. Top right, select Actions button

  6. In the dropdown, select Journal Cancel Transaction

  7. Add a note *optional

  8. Save


  • Your transaction has now been cancelled

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