Delete a payment record

1. (If one is not open already) Open an existing account record.

2. Click the Payments/Refunds tab.

   

3. Under Payments, select the payment that you want to delete, and then click Open.

   The Payments & Credits dialog box appears, containing information for that payment.

   

4. In the list of invoices, in the Apply? column, clear any invoices which the payment is applied to.

   

5. Click Save, and then click Close.

6. Under Payments, select the payment that you want to delete, and then click Open again.

   The Payments & Credits dialog box reappears, and now the Delete button in the dialog box is active.

7. Select the payment you want to delete, and then click Delete.

   A dialog box appears, prompting you to confirm the deletion.

   

8. Click Yes.

   The payment record is deleted.