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BenTam
October 21, 2018
Solved

Delete a payment

  • October 21, 2018
  • 1 reply
  • 21 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
    mv32
    Level 8
    January 5, 2021

    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.

     


    Hello there, @Andrew93.

     

    Thanks for following the steps. In addition to IamjuvViel's answer, you'll need to delete the deposit payment for the invoice.

     

    Here's how:

    1. Open the invoice transaction in question.
    2. On the right panel of the Invoice window, select the Transaction tab.
    3. Under RELATED TRANSACTIONS on the right pane, it will show the deposit you used as the payment.
    4. Click the deposit transaction (it will appear as the Make Deposits window).
    5. Click Edit at the top menu, and select Delete Deposit (Ctrl + D).
    6. Then hit OK to confirm.

     

    Once deleted, you can go to the Undeposited Funds account on the Chart of Accounts. Deleting deposits with payments that are deposited under the Undeposited Funds will make it available to the Payments to Deposit window. Then delete the payment transaction manually from there.

    These tracks will help remove the deposit as well as the payment transaction.

     

    For additional insights about depositing payments into the Undeposited Funds account in QuickBooks Desktop, check out this article.

     

    Feel free to place a comment anytime you need assistance with QuickBooks. I'm here to help you always. Stay safe and more power to your business!

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