There are two ways to undo a bill payment. Which one you see depends on where the payment is:
Cancel — the payment hasn't been sent yet. It's still waiting on something, like the vendor's bank details or a lien waiver signature.
Void — the payment is done and you recorded it yourself with Mark as paid. Voiding takes it back off the bill.
Both actions apply before a payment reaches the bank. For a payment already on its way, see the FAQ below.
1. Open the payment
Open the bill.
In the payments section, click View payment. If the bill uses lien waivers, the button reads View payment & lien waiver.
The payment opens in a drawer with its details.
2. Cancel or void it
At the bottom of the drawer, click Cancel payment or Void payment. Adaptive shows whichever one applies.
Confirm when we ask. The dialog reminds you: "This cannot be undone." and "You will need to send a new payment."
You need the Manage bill payments permission to see this button.
3. What happens next
The bill's balance goes back up, and the bill's status follows the new balance. A bill with no other payments returns to Ready to pay. A bill with other payments on it shows Partially paid, Payment scheduled, or ACH processing, depending on where those payments are.
Any lien waiver still waiting on a signature for that payment is cancelled. A waiver the vendor already signed stays as it is.
If the payment was matched to a card transaction, we unmatch it so the transaction is available again.
We void the payment in QuickBooks for you. On QuickBooks Online that happens right away. On QuickBooks Desktop it goes out with your next sync.
Once a payment is voided, you can't bring it back. To pay the bill, send a new payment.
FAQ
1. Can I stop an ACH payment that's already on its way?
Not from Adaptive. Email us at [email protected] as soon as you can and we'll tell you what your options are.
2. The button is grayed out and mentions QuickBooks.
Hovering it shows "This payment was created in QuickBooks. You need to void it in QuickBooks." We pulled that payment in from QuickBooks rather than sending it, so QuickBooks owns it. Void it there and the change comes back to Adaptive.
3. Why can't I void a check or an ACH payment I already sent?
Void is for payments you recorded with Mark as paid, where no money moved through Adaptive. For a payment we sent, the money has left, so undoing it is a bank matter rather than a bookkeeping one. Email us at [email protected].
4. How do I undo a receipt payment?
Receipts don't have payments to void. Delete the receipt instead, using Delete on the receipt.
5. Does the void go to Procore?
Bill payments aren't synced with Procore, so there's nothing to send.
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If you have any additional questions please reach out to us directly at [email protected].