Removing a Payment

If a payment was entered in error, you are able to remove it.

If you are refunding a payment, you may prefer to follow the refund workflow so that the payment and subsequent refund is tracked.

To remove a payment:

  1. On the account's financials page, click the payment you wish to remove to open its details slider.
  2. In the details slider, click the pencil icon.
  3. Click Remove Payment in the bottom right corner of the slider.
  4. Confirm you wish to remove the payment by clicking OK in the pop up.
  5. The payment will be removed. Any invoices to which it had been allocated will now have a warning that the invoice is out of date.
  6. Click the invoice to open its details slider, and click the Update Invoice button to regenerate the invoice document to reflect the removed payment.

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