Reversing an Incorrect Payment

A payment in SimplySwim can not be deleted. 

If an incorrect payment has been made on a family's account you can make a negative payment to counteract the incorrect payment.

From the family finance section:

1. Identify to payment you need to reverse. Take note of

       - the date of the payment

       - the tender type used

       - the payment amount

2. Click on "Make a Payment"

3. Change the payment date to the date of the original payment.

    Put in the amount you wish to reverse as a negative payment by putting in a - before the amount eg: -120

    Select the tender type of the original payment.

4. Click Apply Payment.

5. Click Process Payment.

When you go back to the family record you will see the reversed payment in the finance section.

If you need/want to keep a note of the reason for the adjustment, you can add this in to the "Family Notes" section.
Last updated: 8 June 2021

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.