Undo a payment
Delete a payment recorded by mistake and the document is unpaid again. The issued document itself does not change.
Step by step
- Open the document’s detail. Its payments are under “Received payments”.
- Delete one payment with the cross on its row. Confirm “Do you really want to delete the payment…?” with “Delete the payment”.
- The document is back to issued, and below the payments you see what is left to pay.
- To delete every payment at once, choose “Undo payment” in the document’s actions. To “I will delete every payment on this document. Shall I go on?” answer “Undo payment”.
- The document’s events gain “Payment undone” with your name and the time.
Good to know
A payment that already has a tax document for it can be deleted only once that tax document is corrected. The payment of a proforma from which an invoice was issued cannot be deleted.
An advance deducted on a final invoice cannot be deleted; it belongs to the document it was deducted on.
Related articles
- Record a paymentRecord a payment on the document’s detail or from the list. A full payment settles the document, a partial one leaves it open.
- Payment of a proformaWhen you record the payment of a proforma, we issue the document that follows it and send it to the customer.
- Corrective documentA VAT payer’s issued invoice never changes. A corrective tax document records the difference.