cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 5

Delete a payment

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

TIA

Solved
Best answer October 22, 2018

Best Answers
Highlighted
Moderator

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

14 Comments
Highlighted
Community Champion

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

Highlighted
Level 5

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?

Highlighted
Moderator

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

Highlighted
Level 5

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?

Highlighted
Moderator

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.

Highlighted
Level 5

Delete a payment

James, thanks for your reply.

Highlighted
Level 1

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

Highlighted
Moderator

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.

Highlighted
Level 1

Delete a payment

So I have followed everyones directions on how to delete a payment but it is doing absolutely nothing.  I am not even sure how my quickbooks is EVEN making a "payment" because I am doing things correctly.  I even called and they said they couldn't help.  If a payment is so old after you have balanced for the month, are you just stuck with a credit?  

 

Send help!! I've been trying to fix this for months and can't get anywhere. :'(

Highlighted
QuickBooks Team

Delete a payment

Hello, @alisabuckland.

 

You can remove a payment from the Undeposited Funds account. The payment no longer appears in the Payments to Deposit window when you make deposits.

 

Here's how:

  1. Go to the Lists menu and choose Chart of Accounts.
  2. In the Chart of Accounts, double-click Undeposited Funds to open the register.
  3. Click the deposit you want to delete from the Register.
  4. Go to the Edit menu and select Delete Payment.

For additional reference about depositing payments into the Undeposited Funds account in QuickBooks Desktop, check out this article.

 

Let me know if you have any other questions. I'm a few clicks away to help. Have a good day!

Highlighted
Level 1

Delete a payment

Is this for the online version?  I'm in the affected invoice but do not see a transactions tab.  The payment I need to delete effected 3 invoices do I need to delete the payment one by one?  

Highlighted
QuickBooks Team

Delete a payment

The steps shared in this thread is for QuickBooks Deskrop, Sstoro.

 

Also, you only need to delete one payment if it was applied to the 3 transactions. Then, the invoices will automatically be opened again.

 

Let me share the steps on you how can do this in the online version. Here's how:

 

  1. Click the 1 payment made link in the upper-right hand corner of the affected invoice. This is just below the PAID status. 
  2. Click the date of the payment.
  3. Once the payment is opened, click More at the bottom and select Delete.
  4. Click Yes

Please take note that deleting a transaction in QuickBooks Online can not be undone. 

 

You'll also want to run the Invoices and Received Payments report. It lists all payments you’ve received and the invoices that go with them. Just go to the Reports menu and type in Invoices and Received Payments in the search bar. 

 

Let me know if you need more help while working in QuickBooks Online. I'd be glad to get back here and offer my assistance again.

 

delete payment.PNG delete payment 2.PNG

Highlighted
Level 1

Delete a payment

When I click More from they payment and hit delete it sends me an error message

 

"Somethings not quite right!

This transaction has been deposited.  If you want to change or delete it, you must edit the deposit it appears on and remove first."

 

Am I doing something wrong or do I need to do something else before I delete the payment?
 
If I need to edit the deposit - how do I find the deposit? 
 
Thank you,
Shannon 
Highlighted
QuickBooks Team

Delete a payment

Thanks for getting back to us, @Sstoro.

 

Before deleting the payment transaction, we'll need to remove it first from the deposit account.

 

Here's how:

  1. Go to the Accounting menu, and then choose the Chart of Accounts.
  2. Choose the account you want to run, and then select View register. This will let you view all the sales receipts and payments connected to the deposit.
  3. From there, remove the checkmark from payments you want to delete. This will remove the transactions from the deposit.
  4. Click Save once done.

You can identify if the transaction was already reconciled if it has the letter R in the Reconciliation box before making changes. Make sure you add it back in order not to encounter any errors the next time you reconcile.

 

I'm also adding here some resources that you can check out about managing sales transactions in QBO for future reference: 

Don't hesitate to drop a comment below if you have other questions. I'm more than happy to help. Take care!

Need to get in touch?

Contact us