Delete or Transfer a Payment

This guide outlines how to correct incorrect payments and the appropriate circumstances for contacting our Support Team regarding electronic payment modifications.

Before proceeding with any payment adjustments, please keep the following in mind:

• Always refund the payment first and record the refund externally.

• Be aware that deleting an external payment will remove all records of it from FinalForms.

To remove an external payment, follow these steps:

1. Navigate to Manage > Payment History.

2. Locate the payment you wish to remove (external payments will be displayed as gray bars).

3. Click on Delete next to the external payment.

4. Confirm the deletion in the pop-up that appears.

If you need to remove or transfer an electronic payment, please follow these steps:

1. First, process a refund for the payment.

2. Then, email support@finalforms.com with the payment details and the reason for the removal or transfer.

We hope this guide helps you manage your payments effectively in FinalForms. If you have any questions or need further assistance, don't hesitate to reach out to our Support Team!