---
title: "Reversing Payments or Adjustments"
slug: "reversing-payments-or-adjustments"
updated: 2026-07-14T17:48:29Z
published: 2026-07-14T17:48:29Z
canonical: "help.idibilling.com/reversing-payments-or-adjustments"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reversing Payments or Adjustments

1. Click the **Payment** or **Adjustment** link in the far left column on the Account Balances view.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78728.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A22Z&se=2026-11-14T11%3A51%3A22Z&sr=c&sp=r&sig=EdAFtKpGFvlP8vyGgSmIkrzmnmpq1Kvb9ySkvELcuOU%3D)

This displays the Details page for the selected item.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/76928.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A22Z&se=2026-11-14T11%3A51%3A22Z&sr=c&sp=r&sig=EdAFtKpGFvlP8vyGgSmIkrzmnmpq1Kvb9ySkvELcuOU%3D)

A **REVERSE** button is available as long as the following requirements have been met:
  - not a reversal
  - has been posted
  - has not been already reversed
  - did not originate from an E-Pay transaction (if payment)
  - is not a corporate allocation payment (if payment)
2. Click **REVERSE**. A confirmation message is displayed.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78092.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A22Z&se=2026-11-14T11%3A51%3A22Z&sr=c&sp=r&sig=EdAFtKpGFvlP8vyGgSmIkrzmnmpq1Kvb9ySkvELcuOU%3D)
  - A ***Reversed by <Payment ID>*** indicator is displayed on the detail page of Reversed Payments. Clicking the ID takes you to the detail page for that Payment.
  - A ***Reversal of <Payment ID>*** indicator is displayed on the detail page of Reversal Payments. Clicking the ID takes you to the detail page for that Payment.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/76929.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A22Z&se=2026-11-14T11%3A51%3A22Z&sr=c&sp=r&sig=EdAFtKpGFvlP8vyGgSmIkrzmnmpq1Kvb9ySkvELcuOU%3D)

Validation is performed when you attempt to reverse the Payment. If the Amount of the Payment exceeds the value specified by Data Profile > Payments > MAXAMOUNT, a pop-up titled ***Cannot Reverse Payment*** is displayed.

The pop-up contains the message: ***This payment cannot be reversed because the amount exceeds the maximum payment amount of <MAXAMOUNT> allowed by your profile***.