Reversing Funds from Funds Available

This help article will walk you through reversing funds from a client's Funds Available.

Step 1. Click on Accounting >Money In

Step 2. In Section 1, select "Receive Client Payment" as the Payment Method.

Step 3. In Section 2,  Set "Received From" to the Client/Project.

Step 4. Select your Cash Account.

Step 5. Enter the amount you want to reverse as a negative number. 

Step 6. In Section 4, click "Post Payment".