Correcting Transactions & Reversals
Billing Manager preserves posted financial history. When an eligible posted Charge or Payment needs correction, use a reversal rather than deleting or silently editing the original transaction.
Reverse an eligible transaction
- Open Customer Inquiry.
- Select the eligible posted transaction.
- Choose Reverse Transaction.
- Enter or confirm the required reversal information.
- Review and confirm the reversal.
What a reversal does
The original transaction remains visible in history. The reversal offsets its financial effect so the audit and account history are preserved.
When not to use a reversal
Correct normal customer, property, and contact information through the relevant edit forms. Reversal is for eligible posted financial transactions, not ordinary profile corrections.