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Delete a payment

Forum|Forum|7 years ago
October 21, 2018
1 reply
13 views

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

TIA

QuickBooks Desktop

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.

lynda11_2

Level 5

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

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

I'm here to share additional information to help you delete your duplicate payments, @Andrew93.

Let's start by making sure that your QuickBooks software is updated to the latest version. Here's how:

While on the No Company Open screen, go to the Help menu.
Select Update QuickBooks Desktop.
Choose the Options tab.
Select Mark All and then click Save.
Go to the Update Now tab and select the Reset Update checkbox.
When you're ready, select Get Updates.

Once completed, let's close and reopen QuickBooks Desktop to make sure that all components are updated. Now, let's run your Transaction List by Customer report. This is to review if the other invoice payment is still applied to the invoice.

On the other hand, you can delete all the payments that have been made then re-apply and deposit them. Let's delete the deposit first so we can completely delete the invoice payments. Here's how:

Click on Lists at the top menu bar.
Go to the Chart of Accounts tab.
Select the bank where the invoice payments were deposited.
Locate and open the deposit.
Press Ctrl+D on your keyboard.
Click on OK.
Select OK when asked to delete the transaction.

Now, you can re-apply the invoice payments and deposit them. You can read through this article for more detailed instructions: Record an invoice payment.

Feel free to get back to us here if you have other questions about managing your income-related transactions. I'm always here to help.

Thank you for your response. After following your instructions, deleting that deposit makes a number appear over the "Record Deposits" button. Please see the attached for reference. Then from there, I clicked the "customers" shortcut button on the far left and found the customer. I found the payment and double clicked on it and it opened up the "customer payment" function. I clicked on the "delete" button on the top but it still says "you need to delete this payment from the deposit before you can delete the transaction itself, or edit its name or amount". What did I do wrong? Thank you again for any help you may be able to provide.

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