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Level 2
February 20, 2023
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void payment after client signs tax return

Related products:Lacerte
  • February 20, 2023
  • 0 replies
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Hi:

I have clients that use the e-signature feature with the invoice attached. However, I have some clients that decide to sign but call and make payment over the phone. There is not an option to VOID the payment only. This creates an issue because the payment is forever pending.

 

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