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BenTam
October 21, 2018
Solved

Delete a payment

  • October 21, 2018
  • 1 reply
  • 33 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?

    M
    Maybelle_SQuickBooks Team
    QuickBooks Team
    January 4, 2021

    Hello,

     

    First, thank you for your help everyone. The issue I am having is, I have two payments of the same amount that has been applied to 1 invoice. I believe the reason why this happened was because the person who entered the payment believed an invoice didn't exist and didn't believe the client was in quickbooks so she created a new client but spelled their name slightly differently, she then applied the payment but later this was merged with the original client record. I can't seem to find out how to delete the payment. I've tried everything in this thread and it still says "payment must be deleted". How can I find this payment to delete it? Thank you for your help with this.


    Thanks for joining the thread, @Andrew93.

     

    I can help delete the payments in QuickBooks Online (QBO).

     

    Here's how:

    1. Go to the Sales menu.
    2. Click Customers.
    3. Select the customer's name and proceed to the Transaction List tab.
    4. Locate and click the payment to open it.
    5. Click the More option at the bottom and choose Delete.
    6. Select Yes to complete the process.

    I've also added this article about deleting transactions in QBO: Void or delete transactions.

     

    Get back to us if you have other questions. We're happy to help you more. Take care!

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