Learn how to delete a payment from an invoice. Removing a payment allows you to correct payment errors or return the invoice to Receivable status so that edits can be made.
When to Use This
- When a payment was applied incorrectly
- When you need to update or correct invoice details
- When you need to return an invoice to Receivable status in order to edit it
Permissions
- Must log in as an administrator
Deleting a Payment on an Invoice
Follow these steps to delete a payment from an invoice:
- Go to Accounting
- Select Invoice Search
- Enter the Invoice # or other search criteria
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Click Search
- Click the options icon next to the invoice
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Select View Payments
- Click the options icon next to the payment you want to delete
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Select Delete Payment
| Tip: If you plan to reapply this payment, note the amount, date and payment type. |
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Confirm deletion by clicking OK
Result
- The payment is removed from the invoice
- The invoice returns to Receivable status
- You can now edit the invoice or reapply the payment as needed
Avoid Common Issues
- Deleting a payment without recording the original details (amount, date, type)
- Forgetting to reapply the payment after making invoice changes
- Attempting to edit an invoice before removing the payment
Troubleshooting
Unable to delete a payment
- Confirm you have the required permissions
- Ensure the invoice is not in a locked accounting period