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BenTam
October 21, 2018
Solved

Delete a payment

  • October 21, 2018
  • 1 reply
  • 20 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?

    A
    Andrew93
    January 4, 2021

    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!


    Thank you for your response Mary. I'm actually using QuickBooks Desktop Pro 2020. I had 2 payments of the exact same amount going to the same exact invoice deposited. I was successful in deleting one payment following the directions in this thread. However, it now shows the invoice as unpaid even though I have a payment made towards it. I want to delete this payment since it is not reflecting towards the invoice. I looked under "undeposited funds" and there is nothing there. How can I delete this payment? Thank you in advance.

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