How to Delete a Payment
When marking an Invoice as paid using the Cash, Check, or Other payment method, you have the option to delete the payment if it was entered incorrectly or needs to be changed.
📌 Note: The process of deleting a payment is only applicable to Cash, Check, or Other payments. Payments cannot be deleted when the 'Credit' option is used.
To delete a Cash, Check, or Other payment:
Navigate to the Job Details page and scroll down to the Payment History section.
Click the X icon to the right of the payment you'd like to delete.
Click Delete on the "Delete transaction" window to confirm and delete the payment.
If you believe a payment has been accidentally deleted, you can check the Activity Feed to verify when the payment was deleted.
📌 Note: Deleting a payment is NOT the same process as refunding a customer. This will only delete the payment applied to the Invoice and revert the Invoice status back to Open.
📖 Help Center Article:
For more information on how to refund payments, check out our Help Article, "How do I refund a credit card charge?" in the HCP Help Center.
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