When accepting cash, check, or other forms of payment, you can manually mark the inspection as paid in the system. If you need to remove the manual payment though, you can easily do so in the Fees & Payments box.
Removing a Manual Payment
Removing a manual payment can easily be done in just a few steps. In this section, we'll show you how to remove a manual payment from the fees on an inspection.
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Click on the inspection to open the Inspection Details page
Click the 3 dots in the "Fees & Payments" box
Click "Edit Fees & Payments"
Click "X" to remove
Click "Save" Note: If the inspection is canceled, ensure you search for it in the "Inspections" section before following these steps.
Frequently Asked Questions
How do I issue a refund for an inspection I manually marked as paid?
Refunds can only be processed through Spectora if the original payment was made through Spectora. Since there was no actual payment taken through Spectora when manually marking paid, you'll have to refund them outside of Spectora.
There will be no refund button present with manually marked payments.
What if I need to remove a manual payment from a canceled inspection?
Navigate to the "Inspections" section and search for the canceled inspection.
Open the inspection details.
Locate the manual payment entry and click the "X" next to it to delete the payment.
This ensures the amount is removed from your accounting records since no money was exchanged.
How do I mark an inspection as no charge?
Open the inspection and click the "Locked" button.
Select "Do not require payment for this inspection."
This allows clients to access the report without payment. However, if a payment attempt fails, you can re-lock the report, but the client may have already downloaded it.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
