Canceling a transaction cash receipt

Step 1:

• Open the transaction in question and click on the Disbursements tab

• In the Transaction cash receipt section. Open the cheque by clicking on the ‘' NO SEQ’' and the profile of the cash receipt will open.

  

  OR

• If you are accessing this section through the list of cash receipts, then click on the crayon to edit.

Step 2:

• Click on the cancel button. A message will appear ‘' Are you sure you want to cancel this cash receipt’' Click OK.

  

• Another window will open to to confirm the cancellation date then click on ‘' Cancel cash receipt’'

  

⚠ It is not possible to cancel a transaction cash receipt if a payment has already been made to an agent or to another brokerage.