Hemlane makes it easy to update the balance due on an individual transaction. Follow the steps below to provide a credit or reduce the balance of a single payment request.
To Adjust an Existing Payment Request
Step 1: Select the Financials tab from the left-hand main menu.
Step 2: Confirm you are on the Requests section at the top of the page.
Step 3: Click the three vertical dots to the right of the transaction and choose “Record a Payment.”
Step 4: Enter the amount you would like to reduce the request by and click Confirm.
Please note: The Record a Payment option will show in your reporting as income, since it is treated as a payment collected outside of Hemlane. The Uncollectible option will not show in your reporting as income.
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