The Take Action pane of the Payment Information window allows you to quickly perform common actions for the currently selected payment.

Matter Manager Click Matter Manager to open the Matter Manager for the current matter.
Print Receipt

Click Print Receipt to print a receipt for the payment.
Edit Payment

Click Edit Payment to open the current payment record in the Payment Entry window.

Note: This action is not available for archived payments.
Reverse Payment

Click Reverse Payment to open the Payment Adjustment program for the current payment with Reverse Payment selected as the Adjustment Type.

Note: This action is not available for work-in-process payments.
Refund Payment

Click Refund Payment to open the Payment Adjustment program for the current payment with Refund Payment selected as the Adjustment Type. If the payment is fully allocated, you will be prompted to reverse the payment instead.

Note: This action is not available for work-in-process payments.