How to delete (un-allocate) a Customer Payment

There are two ways to add a payment to a Customer Invoice.

Each of these ways have their own method for removing the payment from the invoice.

Payments Added Against a Single Invoice

If the Payment was added directly to the invoice through using the Post option, Paid at the till through the ePOS screen or added directly by selecting View on the invoice and clicking Make a Payment it can be deleted by;

1. Log into your Account

2. On the left-hand Navigation Bar click Sales and then Sales Invoices

3. Select the Invoice you wish to delete the payment from

4. Click View to the right of the invoice

5. Click (Delete) beside the Payment line on the screen

Payments Added Against a Customer

If the Payment was added to the Customers account through the 'Receive Payment' screen;

1. Log into your Account

2. On the left-hand Navigation Bar click Analytics

3. Type "payment"

4. Click on Run on the Payments by Customer Report

5. Enter the Date Rangerequired

6. Click on Refresh

7. Click the 3 dots button

8. Click on Delete

9. Click on Yes