In Dynamics GP (formerly known as Great Plains), Credit Card Payments show up differently than a check entry, which means each instance also needs to be treated differently. Because both scenarios can look very similar, it is very easy to get the processes confused. This article will go into detail on the steps to take to void a credit card payment in Dynamics GP.
The Credit Card Payment creates an Invoice for the Credit Card Vendor, and if the Invoice for the Credit Card Vendor has already been paid, you cannot void the payment.
Instead, void the payment from the Regular Vendor (NOT the invoice on the Credit Card Vendor).
Regular Vendor Inquiry before Void showing Payment
Credit Card Vendor Inquiry before showing Invoice created from Payment on Regular Vendor
Void Historical Transactions
We don’t recommend voiding a payment that has already been paid on the Credit Card Vendor and will produce a warning message. If you click continue, you may cause a disconnect between the Payment and the Credit Card Invoice. You can select cancel to return to the previous screen.
Void Payment on Regular Vendor
In order for the system to function properly, void the payment on the Regular Vendor
Regular Vendor after voiding the payment
After you’ve voided the payment, the invoice originally applied to the credit card payment is now open. If needed, you can apply a different payment to the invoice.
Credit Card Vendor after voiding the payment
The Credit Card Invoice has also been rendered void.
If you need additional assistance, then get in touch with our support team!