Un-applying and Deleting Payments

In the event that a payment is applied to the wrong invoice, you will first need to un-apply the payment before re-applying it to the correct invoice. This article will discuss how to delete a payment from the Payments Detail Panel and from the Invoice Detail Panel.

To Un-apply a Payment From the Payments Detail Panel

1. Click Accounting using the left-hand navigation menu.
   
   
   
   
2. Click the Payments tab to see a list of all of your payments.
   
   
   
   
3. Click the payment that you wish to un-apply to display the Payments Detail Panel.
   
   
   
   
4. Click the Open button listed in the Applied Payments section of the details panel to display the Edit Payment window.
   
   
   
   
5. Click the Un-apply button to un-apply this payment.
   
   
   
   The Payment has now been un-applied.
   
   Note: Un-applying payments will not delete the payment; it will only remove it from the invoice and make it ready to apply to a new invoice.

To Un-apply Payments from the Invoice Detail Panel

1. Click Accounting using the left-hand navigation menu.
   
   
   
   
2. Click the Invoices tab to see a list of all of your open invoices.
   
   
   
   
3. Click the invoice number to display the Invoice Detail Panel.
   
   
   
   
4. Navigate to the payment located in the Applied Payments section of the panel. 
   
   
   
   
5. Click the Open button to display the Applied Payment dialog.
   
   
   
   
6. Click the Un-apply button to un-apply this payment.
   
   
   
   The Payment has now been un-applied.
   
   Note: Un-applying payments will not delete the payment; it will only remove it from the invoice and make it ready to apply to a new invoice.
   
   

Deleting Payment

To delete a payment, go to the Payment Detail Panel for this payment using the steps above, and click the Delete button.

Note: Only payments that are un-applied can be deleted. 

You will be asked to confirm the deletion of this payment.