When you need to fix a posting error in the Avitar Tax Collect system, you’ll typically choose between two correction tools: Delete Receipt and Delete Transaction from Receipt. Understanding the difference is essential—your choice depends on what you intend to do with the funds after the correction.
When to Use Delete Receipt
Use Delete Receipt when you need to completely remove a payment from the system. This option is the right choice if:
- A check was returned or reversed.
- The payment amount was entered incorrectly.
- The entire receipt was posted in error.
In short, if the funds should not remain—whether due to insufficient funds or an incorrectly posted amount—use Delete Receipt to eliminate the payment entirely.
When to Use Delete Transaction from Receipt
Choose Delete Transaction from Receipt when you want to correct how a payment was applied, but keep the money in the system. This option:
- Removes the payment from a specific invoice.
- Leaves the amount as a credit on the account.
If you plan to apply the funds to a different bill or distribute them elsewhere, this is the tool to use.
Need More Details?
For step-by-step guidance on both processes, visit the Deleting Receipt section of our online documentation and review the topics Delete Transaction from Receipt and Delete Receipt.
Avitar Associates 