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BenTam

Solved

Delete a payment

Forum|Forum|7 years ago
October 21, 2018
1 reply
6 views

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

TIA

QuickBooks Desktop

Best answer by JamesDuanT

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.

lynda11_2

Level 5

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

BenTamAuthor

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?

JamesDuanT

Answer

QuickBooks Team