How to Delete a Payment
Please 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.
Please Note: Deleting a payment is NOT the same process as refunding a customer.
📖 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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