Reversing Payment Application Errors

Agency staff may accidentally record a payment against the wrong permit, planning application or business license.

Agency staff can now recover from such mistakes by unapplying a payment for a permit, planning application or business license. When Agency Staff unapply the payment, the system will:

Create an On-Account Receipt.
Re-instate the fee for the un-applied permit, planning application or business license.

Agency Staff can either refund the on-account receipt or apply the on-account receipt to pay fees for a different permit, planning application or business license.

Agency staff can unapply payments using the Unapply Payment button on the Payment History Details page.

The agency needs to configure a reversal reason. For more information, see Setting Up Agency Payment Options.

Additionally, the agency needs to configure journal line rules for the event type Fee Payments Unapplied. For more information, see Selecting an Accounting Framework.

Correcting Payment Application Errors

Select Billing and Payment > Payment History page in the navigator.
On the Payment History page, click the transaction you want to reverse.
Click the Unapply Payment button.
On the Fees to Unapply modal window, choose a Reversal Reason, and click Submit.