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533076076
Level 2

I accidentally made a payment with an inactive account. Can I just void or delete that payment?

 
Solved
Best answer January 07, 2020

Best Answers
Michael K
Moderator

I accidentally made a payment with an inactive account. Can I just void or delete that payment?

Hi there, @533076076. Thanks for joining the Community.

 

Yes, you are correct. You can void that payment, provided you just made the payment. Here's how:

 

  1. Go to the Sales or Expense menu.
  2. Find and open the transaction.
  3. Review the transaction. Make sure you need to void or delete it.
  4. Select More in the footer, then Void or Delete
  5. Click Yes to confirm.

 

 

 

This voids the transaction and associated payments from the day you created the original transaction. If you want to include the void date, add a note to the memo section.

 

That's it! Thank you for bringing us your questions. Cheers to a safe and productive week ahead.

View solution in original post

2 Comments 2
Michael K
Moderator

I accidentally made a payment with an inactive account. Can I just void or delete that payment?

Hi there, @533076076. Thanks for joining the Community.

 

Yes, you are correct. You can void that payment, provided you just made the payment. Here's how:

 

  1. Go to the Sales or Expense menu.
  2. Find and open the transaction.
  3. Review the transaction. Make sure you need to void or delete it.
  4. Select More in the footer, then Void or Delete
  5. Click Yes to confirm.

 

 

 

This voids the transaction and associated payments from the day you created the original transaction. If you want to include the void date, add a note to the memo section.

 

That's it! Thank you for bringing us your questions. Cheers to a safe and productive week ahead.

View solution in original post

533076076
Level 2

I accidentally made a payment with an inactive account. Can I just void or delete that payment?

Yes, this was very helpful. I couldn't remember where the little gear icon was. I thought this was how to doit, but this reassured me and was very simple and on point! Thank you!

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