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B
BenTam
October 21, 2018
Solved

Delete a payment

  • October 21, 2018
  • 1 reply
  • 7 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?

    S
    Sstoro
    November 12, 2020

    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.

     


    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 
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