Please note, transactions involving Health Funding can only be reversed on the same day as the appointment took place.
Step 1: Access Transactions
Navigate to the Transactions section.
Locate the specific transaction you wish to reverse (e.g., Testing Pete).
Step 2: Initiate the Reverse Process
Click on the three dots located on the right-hand side of the transaction.
Select the 'Reverse' option.
Confirm the reversal by clicking 'Yes, I want to reverse this transaction.'
Step 3: Collect Confirmation Code (Only applies if transaction has health funding)
A confirmation code will be sent to the client whose transaction is being reversed.
Ensure to collect this code from the client to proceed.
Step 4: View Transaction Details (Optional)
If you want to see full details of the transaction, select the drop-down menu for more information.
Step 5: Complete the Reversal
Enter the confirmation code received from the client.
The transaction will be reversed, and the status will update to 'reversed.'
