Deleting a payment

Working from the Account view, you can delete a payment that you've applied to an invoice. There is no way to undo the action of deleting a payment.

When you delete a payment, the corresponding invoice where the payment was applied updates accordingly. For example, if a full payment was added to an invoice and that payment was deleted, the Account view for the invoice updates to say "Unpaid." Or, if you make 3 different payments to completely pay off an invoice, but later you delete one or two among them (but, not all of them), then the Account view for the invoice updates to say "partial."

To delete a payment

  1. Select the payment you want to delete.
  2. Press the delete key.

    Billings shows an alert "Are you sure you want to delete the selected item(s)?"

  3. Click Delete.

See also

Deleting an invoice

Deleting a project