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Delete a payment

Forum|Forum|7 years ago
October 21, 2018
1 reply
17 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

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:

Open the invoice transaction in question.
On the right panel of the Invoice window, select the Transaction tab.
Under RELATED TRANSACTIONS on the right pane, it will show the deposit you used as the payment.
Click the deposit transaction (it will appear as the Make Deposits window).
Click Edit at the top menu, and select Delete Deposit (Ctrl + D).
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!

Thank you for your response. I opened the invoice but there was no payment to it, but the payment to that invoice still shows.

This screenshot above shows payment but when I go into the invoice, it shows as the invoice not being paid. I have to delete a bunch of these as the person who entered these payments did so somehow even though they were already paid. That's why i'm trying to learn how to delete it and I will apply it to the rest of these and re-enter them.

Please note that there is nothing in "related transactions" on the right.

However, that payment is no longer in my "payments to deposit" window anymore. What do I need to do from here to remove it from the "Customer Information" window under the "transactions" tab? Thank you for your help with this.

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