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.
ℹ️ Deleting a payment is only supported for Cash, Check, and Other payment methods. Card payments can't be deleted.
To delete a payment:
Step 1: Open a job
Step 2: Scroll down to Payment history
Step 3: Click the X to the right of the payment
Step 4: Click Delete in the confirmation window
🛠️ Pro Tip: If you believe a payment has been accidentally deleted, you can check the Activity feed to verify when the payment was deleted.
ℹ️ 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 to Open. Learn more about refunding payments here.
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