How do I view or void a household wallet transaction (credit)?

How Do I View or Void a Household Wallet Transaction (Credit)?

You can void individual positive transactions (credits) from a Household Wallet in the MANAGE HOUSEHOLD WALLET window. Voiding reduces the Wallet balance. To ensure transparency and proper tracking, voided transactions remain listed (shown crossed out with a VOID marker) — they cannot be removed.

Note: This method only voids Wallet balance credits, not one-off invoices. To void a one-off Household Wallet invoice, see the separate article on voiding one-off invoices.

 Access via Households Tab

1. Click the Households tab, then the Households tab below it, to reach the HOUSEHOLDS window.
2. Locate the Household using the list or search.
3. In the Actions column, click the three-dots menu and choose Manage Wallet.

 Access via Member Details

1. Click the Membership tab, then the Members tab, to reach the MEMBERS window.
2. Locate a member of the Household.
3. In the Actions column, click the three-dots menu and choose View Member.
4. In the MEMBER DETAILS window, scroll to MEMBER HOUSEHOLDS and click View Wallet.

 Understanding the Wallet Ledger

In the MANAGE HOUSEHOLD WALLET window you'll see:

• Balance — the current Household Wallet balance.
• +Add Transaction — button to add a new credit.
• Search — search transactions by ID, Name, Amount, or Notes.
• Transaction list columns: Transaction ID, Name, Amount (parentheses denote a manually applied or member-instigated payment), Date Added, Notes.

 Voiding a Transaction

1. Click the ACTIONS three-dots menu next to the transaction and choose View Transaction or Void Transaction.
2. View Transaction shows the same details as the ledger, annotated with tooltips. Click Done to close.
3. Void Transaction opens a confirmation window showing the Transaction Identifier, Name, and Amount. Click Void to proceed, or Cancel to close without voiding.