Removing a payment from an invoice

How to remove a payment from an invoice:

1. Click the Sales menu in the left-hand sidebar
2. Select Invoices and the relevant invoice

 

3. Click the Less Payment option below the total amount of the invoice

 

4. Select the Remove Payment button from the payment details screen displayed on the top right

 

5. Click on Delete Item button

 

Please note: Removing a payment from the invoice will not remove the entry in your Cash Flow. If the payment has been recorded in your Cash Flow. Follow the below instructions.

 

How to manually remove a cashflow entry:

1. Click on Income on the left side of the screen
2. Then select the Entry
3. Click on the Item Selected drop-down menu on the top right
4. Select Delete Line

 

 

What happen when the removed payment was related with more than one invoice?

When a payment exceeds the total amount of the initial invoice, the system registers a credit amount that could be applied to partially of fully pay other invoices creating automatic cashflow entries. When you remove the payment, it will alter the balance due on these invoices and any cashflow entries will need to be removed manually. 

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