How to issue a refund for a Legacy payment that has been applied to a future invoice

  • From the receipts screen highlight the payment you would like to refund.
  • Click Receipt Activity. 
  • Highlight your amount again and click Manually Suspend. 
  • Highlight your suspended amount and click Receipt Activity Detail.
  • Click the Disburse Suspense radio button.  
  • Select the appropriate option from the drop down. 
  • Press Submit. 
  • Note the account on exceed.