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Mobius User Guide

Published Date: May 15, 2013
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15 Financials

Cancel Payment or Cancel and Regenerate Payment

Anchor Point: Workspace Application Section
  1. Select Individual from Searches Section of Shortcuts Panel.
  2. Enter Search Criteria and select Search.
  3. Select name of the individual.
  4. Select Financials Tab.
  5. Select Transactions Page.
  6. Select List Action Menu next to the payment.
  7. Select Cancel Payment.
  8. Select Reason from the drop down menu.
  9. Select Regenerate Payment check box to regenerate the payment at this time if applicable.
  10. Select Save.