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Super Contributor **

Delete a payment

I want to know how to delete a payment to an invoice?

TIA

Solved
Best answer 10-22-2018

Accepted Solutions
Moderator

Re: Delete a payment

Hello Ben,

 

In addition to Lynda's answer, here's how you can view the deposit payment for the said invoice:

 

1. Open the affected invoice.

2. There are two tabs on the right-panel of the Create Invoices window.

3. Go to the Transaction tab.

4. Under RELATED TRANSACTIONS, it will show the deposit you use as the payment.

5. Click the deposit transaction. It will open the Make Deposits window.

6. Click Edit at the top menu, and select Delete Deposit (Ctrl + D).

7. Click OK to confirm the action.

 

After deleting the deposit, it will open the invoice again.

 

I'll be around if you need more assistance with this.

 

View solution in original post

8 Comments
ProAdvisor

Re: Delete a payment

 Good evening @BenTam:

 

Get the Customer payment window open on the screen.  On the top toolbar you should see a delete button.   Now  if you get a warning saying you must delete it from the deposit first, you will need to delete the payment from the deposit first, save and close.  Then Delete the payment.

 

i hope that helps, if not, feel free to ask more questions.

 

lynda

Super Contributor **

Re: Delete a payment

Thanks for your reply.

 

I follow your way and get the message "You need to delete this payment from the deposit before you can delete the transaction itself..." However I fail in finding the deposit record for this payment.

 

Could show me how to see the deposit record for such payment?

Moderator

Re: Delete a payment

Hello Ben,

 

In addition to Lynda's answer, here's how you can view the deposit payment for the said invoice:

 

1. Open the affected invoice.

2. There are two tabs on the right-panel of the Create Invoices window.

3. Go to the Transaction tab.

4. Under RELATED TRANSACTIONS, it will show the deposit you use as the payment.

5. Click the deposit transaction. It will open the Make Deposits window.

6. Click Edit at the top menu, and select Delete Deposit (Ctrl + D).

7. Click OK to confirm the action.

 

After deleting the deposit, it will open the invoice again.

 

I'll be around if you need more assistance with this.

 

View solution in original post

Super Contributor **

Re: Delete a payment

Hi James,

 

After pushing the [Delete] button, I got the following message. It shows two options: [OK] & [Cancel]. Will I have "unpaid balances" if I choose [OK]?

 

This payment has been used to pay invoices/statement charges.  Deleting it will cause the invoices/statement charges to have unpaid balances.  Do you want to delete it anyway?

Moderator

Re: Delete a payment

Hello again, Ben.

 

Yes, clicking the OK option will delete the deposit. Thus, making the invoice open again.

 

Let me know if you need anything else.

Super Contributor **

Re: Delete a payment

James, thanks for your reply.

Not applicable

Re: Delete a payment

What if the payment is not listed on Payments that you have received and I do not have an invoice for this payment.. Only listed in the Deposit Icon at the top of Quickbooks

Moderator

Re: Delete a payment

Thanks for joining the thread, brickclnr.

 

Do you want to make the payment as credit for the customer's future invoices? Or you want to delete it?

 

I'll be around to further assist you.

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