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Level 1

How do I correct an invoice that was marked Paid but the credit card was declined and payment not funded? Payment does not show in Deposits.

I've tried to Unapply Payment but then receive a pop-up message that the payment needs to be deleted from the deposit (which isn't there).
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How do I correct an invoice that was marked Paid but the credit card was declined and payment not funded? Payment does not show in Deposits.

@2Wine2  Welcome to community.

 

I can help get that payment removed from the invoice, follow these steps and let me know it it works:

  1. Open the invoice that you are wanting to remove payment from. 
  2. Hold down the Ctrl + H keys, this will show historical transactions linked to the invoice.
  3. You should see the deposit being referenced.
  4. Double click on the deposit to open it and delete. 
  5. Go back to the payment applied to the invoice and delete.

I'm just a click away if you have additional questions!

 

 

 

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