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Reverse a Reversal (How To)

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    Before you Begin

    Before correcting a reversal error, first determine if the reversal has been deposited.

    Important information on reversals to consider:

    Refunds via ACH/eCheck processed through the ShulCloud Integrated Payment (SIP) Gateway can be initiated after 7 full business days from the initial transaction date. This waiting period ensures that refunds are not issued for funds that have not been fully cleared, such as payments returned due to insufficient funds (NSF).
     
    The refunded amount reflected in the payor's credit card or bank account varies:
    • Credit card refunds generally take up to 7 business days.
    • ACH/eCheck refunds may take up to 14 business days.

    A full 7 days must pass before the refund will go through. For example, when the payment is collected at 11 AM, you must wait until 11 AM on Day 7 to successfully refund the payment.

    For instructions to add a reversal, check out this article. 

    Deleting a Reversal

    1. Navigate to the payment and select Edit.
    2. Scroll to the reversal and delete the original reversal by selecting the red X.
      Delete Reversal.png
    3. Add a new reversal if necessary.
    4. Save the payment.

    Reversing a Reversal that has been Deposited

    NOTE: If it was imported, delete in the accounting program (i.e. Quickbooks, Sage) and then click "mark/delete" in ShulCloud to reset imported record.

    1. Navigate to the payment and select Edit.
      Edit Payment.png
    2. Scroll to the bottom of the screen and select the link labeled as "Batch".
      batch.png
    3. Once in this batch, review to find the Adjustment Batch with the reversal located in it.
    4. Open the batch with the reversal.
    5. Select "Mark/Delete this Deposit".
       
    6. Scroll to the bottom of the screen and select "Mark/Delete this Deposit".
      Mark Delete 1.png
    7. Select "Delete this Deposit". 
      Delete Deposit.png
    8. Navigate to the payment again and select Edit.
    9. Scroll to the reversal and delete the original reversal by selecting the red X.
      Delete Reversal.png
    10. Add a new reversal if necessary.
    11. Save the payment.

    Knowing if a Reversal was Processed

    When a payment is processed through the ShulCloud Gateway, a long string of numbers appears with the following prefixes:

    Prefix Meaning
    #pi_ Credit Card Payment processed
    #py_ ACH Payment processed
    #pyr_ ACH Payment reversed
    #re_ Refund processed

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