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Overpayments Cuba Process Help 277-30010450

This page contains the process of how to record and reverse the removal of an overpayment.

On this Page:

Remove an overpayment

Reverse an overpayment removal

Remove an overpayment

Table 1: this table describes how to remove an overpayment.

Step	Action
1	Start point - remove an overpayment + Read more ... Start point: Manage Gift and Overpayment window
2	Enter the amount + Read more ... In the Detail group box, enter the amount of the overpayment to be removed in the Amount field.
3	Select Action type + Read more ... In the Action Type group box, select the relevant option.
4	Document details of removal + Read more ... Select the icon to go to the Notes window and create a mandatory note documenting all information regarding the removal of the overpayment.
5	Save changes + Read more ... Return to the Manage Gift and Overpayment window and select the icon to save the record Select the icon to exit the Manage Gift and Overpayment window

Reverse an overpayment removal

Table 2: this table describes how to reverse an overpayment removal.

Step	Action
1	Start point - reverse an overpayment removal + Read more ... Start point: Gift and Overpayment List Select the record to reverse from the Gift and Overpayment list. Select the icon
2	Document reversal + Read more ... Select the icon to go to the Notes window and add a note documenting all information regarding the reversal decision Select the icon to return to the Manage Gift and Overpayment window
3	Save changes + Read more ... Select the button to finalise the overpayment removal or gift amount in full. The reversal date will display the current date when finalised Select the icon to exit the Manage Gift and Overpayment window.