If a payment recorded for a request needs to marked as credited (i.e. the payment was returned by the grantee or award recipient), you can enter a negative payment to reflect the situation. This will decrease the Amount Paid and increase the Balance for the request.
This is the appropriate action if you want to show that a payment was returned/credited, and keep a record of the original payment.
If you need to simply remove a payment that was recorded, and do not want to retain a record of the original payment, refer to this article instead: Delete a Payment.
If you utilize the integration with CommunitySuite, adjustments to payments should be handled within CommunitySuite (not within GLM/SLM).
Credit a Payment
- Click on the project name to reach the Request Summary.
- The project name can be accessed from multiple locations, including a workload page (i.e. All Open Approvals), the User or Organization Summary page, or the Requests & Decisions search page.
- Click the Award Details tab.
- Click the installment that contains the payment to credit.
- Click Make Payment.
- Enter the payment amount as a negative number. Enter the payment date (you might choose to make this the date the payment was returned), and any comments regarding the situation.
- Click Make Payment.
- The Amount Paid and Balance for the request will automatically update.
