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Level 1

How do I delete one payment from a client?

delete a payment
1 Comment
QuickBooks Team

How do I delete one payment from a client?

Hi @connieb824,

 

I'm here to provide the steps you need to delete a client's payment in QuickBooks Online (QBO).

 

The steps we need to take will depend on how you recorded the payment. If it's through an invoice, follow the steps below:

 

  1. Highlight the Sales tab.
  2. Select Invoices.
  3. Locate the invoice in question, then click the Edit (pencil) icon.
  4. Under Payment Status, tap the link. It should say X payment made (amount).
  5. On the popup window that appears, hit the link under Date

It will bring you to the Receive Payment window. Scroll down, then press the Clear Payment button.

 

If it's a sales receipt instead, go with these steps:

 

  1. Click the Sales tab.
  2. Select All Sales.
  3. From the Filter menu, choose Sales Receipts as the Type.
  4. Hit Apply.
  5. Locate the sales receipt in question, then click to open it.
  6. Tap the More menu, then select Delete.
  7. Press Yes to confirm.

For additional insight, take a look at this article: Void or delete transactions in QuickBooks Online. It has a short explanation of when you should void or delete a transaction. 

 

Tag me if you have other concerns that you need help with. Leave a comment below, and I'll get back to you. 

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