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B
BenTam
October 21, 2018
Solved

Delete a payment

  • October 21, 2018
  • 1 reply
  • 16 views

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

TIA

    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.

     

    1 reply

    lynda11_2
    lynda11_2
    Level 5
    October 21, 2018

     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

    B
    BenTamAuthor
    October 22, 2018

    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?

    R
    Rasa-LilaMQuickBooks Team
    QuickBooks Team
    January 5, 2022

    There is no deposit transaction under related transactions. Where else can I delete the payment from the deposit?

     


    Welcome to this thread, DDCabinets.


    I appreciate you for following the solution shared by my peer and sharing the result. This information will guide us on how to resolve your concern.


    Since the deposit is recorded after receiving the payment, that’s why you’re unable to see it in the Related Transactions section. Let’s delete the deposit first in your register and then the payment. I’m here to help ensure you can do these tasks smoothly.

     

    1. Open the company file and go to the Lists menu at the top bar and select Chart of Accounts.
    2. Select the account you recorded the entry and open it.
    3. Look for the deposit you wish to remove and right click your mouse beside it and choose Delete Deposit.
    4. Click OK in the Delete Transaction window.


    Next, open the customer’s Transactions List to delete the payment. Here’s how:

     

    1. Tap the Customers menu at the top bar and choose the Customer Center.
    2. From the list, select the customer and go to the Transactions tab.
    3. Find the payment and double-click on it to view more details.
    4. This will take you to the Customer Payment screen.
    5. Click the Delete button and OK to confirm the action.

     

    For future reference, this article will help you easily handle your customer payments: Void or refund customer payments in QuickBooks Desktop. From there, you’ll learn about processing a refund and voiding payments.

     

    Additionally, the links below will guide you on how to manage your deposits as well as your customer transactions. The topics include creating an invoice, processing payments, making deposits, etc.

     


    Keep in touch if you still need assistance with deleting your deposit or other customer-related transactions. I’m more than happy to help. Have a great day ahead.

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