How to Delete a Payment (New Vers.)

How to Delete a Payment (New Vers.)

Deleting a payment allows you to correct any errors in transaction records, remove duplicate payments, or adjust financial data when necessary. It ensures that your payment history remains accurate and up-to-date, helping maintain proper financial management and compliance.

Learn How To

• Method 1: Delete from an invoice
• Method 2: Delete from Transaction

Method 1: Delete from an invoice

1. Click Sales and select 'Sales Invoices'

2. Click on an invoice

3. Click on Payments

4. Click on the three-dot menu.

5. Click on Delete

Method 2: Delete from Transaction

6. Click on Transaction

7. Click on the three-dot menu

8. Click on Delete