How to cancel a 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

Outcome:

  • Your transaction has now been cancelled