Reverse or Delete a Payment |
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In Tools > Options > Accounts there is a checkbox to Allow to Delete Payments.
This relates to users being able to delete payments from debtors. There is also a security setting for this.
The payment must first be unallocated from any invoices. To do this, see Unallocate a Payment.
You cannot delete a debtor payment under the following circumstances: ▪If it was included in a till reconciliation ▪If it was included in a banking session ▪if it was in an electronic payments session ▪If it has been reconciled in a bank reconciliation.
To delete a payment once the payment is unallocated, go to Accounts > Debtors on the ribbon, run the list and select the customer to delete the payment from. 1.Go to the Payments tab at the bottom of the screen. 2.Select the credit line of the payment. 3.Click either Reverse or Delete.
4.A warning message will appear showing the details of the payment to be reversed or deleted. 5.Click Yes. A similar screen will appear, confirming this is what is to be performed. 6.Click Yes and this will remove the payment entry – if the entry was already allocated, any information relating to this allocation will also be deleted.
Further information Debtors Allocate Payments Grid Enter Discounts and Account Fees Debtor Payments Including Commission Move Unknown Payments to Debtor |