Overview:
Even the best of us can make simple mistakes when entering payment and billing details. Fortunately, TherapyPM offers a seamless solution to retract payments if an error occurs. This guide outlines the steps to retract a double-posted payment for a client on auto-pay.

Steps to Retract a Double-Posted Payment:

• Navigate to Payments > Cash-Posting.
  
  

• You will see a Deposit List displaying all deposit details.
  
  

• Use filters to select a specific date range if needed.
  
  

• Select the preferred deposit details using the checkboxes.
  
  

• From the drop-down at the bottom left, select Show Detail(s).
  
  

• A new Deposits Details list will appear below.
  
  

• Again, select the relevant details using checkboxes.
  

Following these steps ensures that incorrect or duplicate payments are retracted efficiently. If you need further assistance, please contact our support team.