Adding, editing and deleting payments (General)

You can add, edit and delete payments from several different places in Main Street Sites.

Where can you add, edit and delete payments?

  1. From Manage > Accounts > Accounts.

    Use this page to see all payments for a single account at one time. See Adding editing and deleting payments (from Manage > Accounts > Accounts) for details.

  2. From Manage > Activity > Orders.

    Use this page to see all payments for a single online registration at one time. See Adding editing and deleting payments (from Manage > Activity > Orders) for details.

  3. From Manage > Activity > Enrollments.

    Use this page to see all payments for a single enrollment at one time. See Adding editing and deleting payments (from Manage > Activity > Enrollments) for details.

  4. From Manage > Financials > Fees & Credits.

    Use this page to see all payments for a single fee or credit at one time. See Adding editing and deleting payments (from Manage > Financials > Fees & Credits) for details.

  5. From Manage > Financials > Payments.

    Use this page to see any and all payments in your account at one time. See Adding editing and deleting payments (from Manage > Financials > Payments) for details.

Entering a new payment

New payments are often created automatically when an online registration is entered on your website.

You can also create payments by clicking on "Apply Payment" on any one of the pages listed above. 

After clicking on "Apply Payment," please follow the steps described in Entering a payment.

Editing existing payments

You can edit existing payments by selecting the "View" command for a payment on one of the pages listed above. (To access the "View" command, hover over the payment and click the far right blue down arrow.)

In most cases, you can change the details of a payment, including the allocations to fees, at any time.

Payments will not be fully editable when they are associated with an online registration, a PayPal or merchant account payment, or in a status other than "Confirmed," "Confirmed Manually" or "Cancelled Reversal."

Deleting payments

You can delete existing payments by selecting the "View" command for a payment on one of the pages listed above. (To access the "View" command, hover over the payment and click the far right blue down arrow.) 

Click on the "More" button and select "Delete This Payment." 

If this option isn't available, you can only void the payment (see the next section).

You'll be shown a confirmation page that explains the effect of deleting the payment. For example, deleting a payment that has already been applied to fees will cause the related fees to become unpaid.

Click the "Delete" button when you are ready to delete the payment.

Voiding payments

Voiding a payment is always permitted, even when deleting is not.  To void a payment, select "Void This Payment" from the list of Other Actions at the bottom of the page, then click Go.

To unvoid a payment, repeat this process but select "Unvoid This Payment" instead.

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