Bounce the Check Payment
From the Navigation Pane select CRM.
Click Payments from the menu ribbon.
Search for the Customer's name with the bounced payment and find the related payment.
Click on the three dots and select Bounce Check.
If the payment is in an open period:
The payment will automatically settle to the journal entry created for the bounced check.
The payment will be unsettled to the invoice for repayment.
Contact the customer for payment and resend open invoice.
If the payment is in a closed period:
The payment will remain settled to the invoice, and a journal entry will be opened.
It is advised to contact the customer to arrange for a new payment.
Upon receiving the new payment, reconcile the journal entry with the new payment to resolve any outstanding Accounts Receivable generated by the journal entry.
If you have a bounced check fee please ensure to add to the invoice or create a new invoice if in a closed period.
Payment Types That Behave Differently
The steps above describe what happens when you bounce a check or ACH payment that was applied to a customer invoice. Two kinds of payments follow different rules.
Payment type | What happens when you bounce it |
Point of Sale sales receipt payment | The original settlement is never reversed, in an open period or a closed period. The sale itself stays fully paid, and the bounced check journal entry is what creates the balance the customer now owes you. Collect the replacement payment against that journal entry rather than looking for a reopened invoice. |
Reservation deposit payment | The settlement is always reversed, even when the payment falls in a closed accounting period. The reversal posts against the deposit product's income account rather than your Accounts Receivable account, so the entry will not appear on the customer's A/R the way a bounced invoice payment does. |
Invoice payment | Follows the open-period and closed-period rules described in the steps above. |
Note: Because a bounced deposit posts to the deposit product's income account, check that the deposit product has the correct income account assigned before you bounce the payment. Review the resulting entry in Accounting → Journal Entries.
Why Void and Refund Are No Longer Available
After you bounce a payment, its status badge in CRM → Payments turns red and reads Bounced.
From that point on, Void and Refund are permanently unavailable on that payment. This is expected and it cannot be re-enabled by changing a role or a setting. The reason is that the money never reached your bank — there are no funds to send back and nothing to cancel. What you are owed is represented by the bounced check journal entry, not by the payment record.
To collect what the customer owes, take a new payment. Go to CRM → Payments and record the replacement payment, then settle it against the reopened invoice or reconcile it against the bounced check journal entry, depending on which case above applies.
Bouncing a payment cannot be undone. Confirm with your bank that the item was genuinely returned before you use Bounce Check.
Bounce Check Configuration
To utilize the bounced check feature, the setup must be completed initially within System Settings → Accounting Integration.
If your property has a multi-outlet or TRS/REIT, configure the settings in Company Settings → Accounting Settings. It is essential to create the settings for each outlet.
Configure the Bounced Check Journal Debit Account (typically an accounts receivable account) and the Bounced Check Journal Credit Account (usually the bank account where the ACH are deposited).
When a check bounces in Sharper, the system will utilize the accounts set up to create a journal entry to credit the bank account where the ACH was entered and debit AR to establish a balance on the customer's account for repayment.