Cancel a charge that was already issued

For whom:
Finance
Time:
2 min

What you will get

A charge that already went out, voided — because it was on the wrong installment, for the wrong amount, or for the wrong student. As long as nobody has paid, the cancellation is immediate.

Cancelling the charge does not cancel the installment. The installment still owes money; what disappears is the slip or the code that was valid. After cancelling, the installment can be charged again from scratch.

Step by step

1. Open the student's enrollment, under Contracts › Enrollments, and find the installment's row.

2. Click the three dots at the end of the row. The Cancel Charge option only appears on installments that already have a charge issued.

3. Confirm. The system asks before doing it, because there is no going back: once cancelled, the old slip does not become valid again.

Actions menu on an installment that already has a slip, showing Cancel Charge, 2nd Copy and Mark as Paid Notice there is no Issue Boleto on this one: because it already has a charge, the menu swaps that option for Cancel Charge.

How to tell it worked

A message confirms the cancellation, and the CHARGE column on that installment goes back to a dash. The menu offers Issue Boleto again, because the installment is free to be charged once more.

If something goes wrong

The Cancel Charge option does not appear. Two possible reasons. Either the installment has no charge issued — check the CHARGE column, which will show a dash. Or you are a team member: this action belongs to whoever administers the EduPay account.

The student had already paid when you cancelled. The payment does not disappear. Check the STATUS column: if it reads Paid, the money came in and the installment is settled, whatever happened to the charge.

You only wanted to change the date or the amount. Cancelling is the longer way round. 2nd Copy, in the same menu, issues a new slip with a new due date without cancelling anything first.

The student already had the slip in hand. They will try to pay it and the bank will refuse. Warn them before cancelling, especially if they were already on their way to pay it.

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