The best way to make sure you don’t miss anything is to redo your steps backwards of processing a mortgage referral.
There are 3 scenarios when canceling a mortgage referral cash receipt
Was simply the cash receipt created?
Was the cash receipt created and the mortgage referral distribution linked to or independent from a transaction?
Was the cash receipt, mortgage referral distribution and disbursements made for the referral.
Canceling just the cash receipt:
Open Cash receipt
Click on the pencil to edit
At the top of the Mortgage Referral Cash Receipt Profile, click on CANCEL
In Transactions > Mortgage Referrals
Click on the pencil to edit the mortgage referral
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