By default, only users with the roles of General Manager, Accounting Manager, and Accounting can access the Payment feature, including “Payment Made” and “Payment Received” in the GoFreight system.
Users in other roles can request this functionality with approval from an Admin or General Manager, after which a GoFreight support agent can grant access.
In this article, you will learn how to void a payment that has bounced back. Follow the steps below to complete the process.
- Check the void option and select the appropriate date. Click “Save” to confirm your action.
- The voided payment will be recorded in the Bank Book Balance Report. You can access this report by navigating to “Accounting” > “Bank” > “Bank Book Balance”.
To learn more about “Bank Book Balance”, please refer to the following tutorial video: Lesson 7.7.5 - Bank Book Balance