Remove a payment

If you recorded a payment against the wrong invoice or for the wrong amount, remove it from the invoice and record it again correctly. A recorded payment cannot be edited.

Before you start

You need Invoice View and Edit on the invoice. Check which receipt the payment belongs to: its Receipt link on the Payments tab tells you.

Steps

Open the invoice and select its Payments tab.
Find the payment row and select Remove.
Read the Remove payment confirmation, which shows the amount.
Select Remove.

What happens next

The payment leaves the invoice, and its Paid, Balance due and status are worked out again — an invoice that was Paid can become Partial Paid or Unpaid.

What happens to the receipt depends on what else it paid:

If the receipt paid only this invoice, the receipt is voided with it. It keeps its number, marked Voided.
If the receipt also paid other invoices, only this invoice’s part is taken off. That amount stays on the receipt as Unapplied, ready to apply to another invoice or to refund.

Rules to know

The removal is recorded on the invoice’s History tab, with who removed it and when.
To take back a whole receipt that paid several invoices, open the receipt and select Void instead. That removes every payment it made and needs a reason.
An invoice with payments cannot be voided until they are removed.