- Click Finances in the left menu, then Payments.
- Find the payment and click the red X in its row, then click Yes to confirm.
To delete several payments at once, check them, click Delete, then Yes.
You can also open a payment (magnifying glass icon) and click Delete Payment.
What happens:
- The payment is canceled. It stays in the list, shaded red, so you have a record of it.
- The invoice it paid goes back to Partial, Pending or Past Due, depending on what’s left to pay and its due terms.
- If the payment was made from the customer’s credit, that amount goes back to their credit.
- This can’t be undone. To put the payment back, add it again.
Card payments taken online: deleting a payment does not refund the customer’s card. To give the money back, open the payment and click Refund instead.
If you don’t see the red X, ask the account owner to give you permission to delete payments.