Remove An Invoice or Bill Payment

Using Remove & Redo option, you can delete a payment or overpayment from an invoice or bill. If you have removed any payment using the Remove & Redo option then You won’t be able to restore the transaction. But if it is done due to some error then you will need to apply the payment again. 

How it Works: 

• If you have deleted a payment transaction that is reconciled then you must require to reconcile that bank statement again. 

• If any payment transaction is matched against the wrong bill or invoice then unreconciled them instead of removing them. 

• If a payment is applied from a non-bank account you’ve enabled payments to, such as owners funds or drawings, delete the payment transaction in the same way. 

• If you remove a payment from an invoice that was fully paid then it will get moved back to the Awaiting Payment tab. 

• If you have applied an overpayment to the wrong bill or invoice then to correct this you need to remove the overpayment from that invoice and re-apply it to the correct invoice. 

Remove a Payment 

From an Invoice or Bill 

1. In the Account menu, select Sales (Accounts >> Sales). 

2. Select the Partial Paid or Paid tab. 

3. Find and open the invoice or bill you want to remove payment. 

4. Click on the Payment link, where the payment amount of invoice is showing in your invoice or bill.  

5. Click on the Options drop-down button, then select the Remove & Redo option. 

6. Click OK. 

There is also another way from where you can delete a payment transaction from the Account Transactions tab of a Bank Account.  

Remove an Overpayment 

If you have applied an overpayment to the wrong bill or invoice then to correct this you need to remove it so you can reapply it to the correct transaction or refund it. The fully paid overpayment will move to the awaiting payment status.  

1. In the Account menu, select Sales (Accounts >> Sales). 

2. Select the Partial Paid or Paid tab. 

3. Find and open the invoice or bill the overpayment is made to. 

4. Click on the Payment link or Red Cross icon next to the payment amount of invoice. 

5. Click on the Options drop-down button, then select the Remove & Redo option. 

6. Click OK.