To remove a payment from a customer

If you haven't already read the Receive Payments Overview, see Finding, removing and reversing payments from customers for more information.

Use this procedure only if your transactions are changeable. See What are changeable and unchangeable transactions? for more information.

Note: If the payment was recorded on a bank deposit of grouped undeposited funds

 If you want to remove a payment that was recorded on a bank deposit of receipts grouped in the undeposited funds account, you must first remove the bank deposit.

After the bank deposit has been removed, payments that were included on the bank deposit can be removed.

To learn how to remove a bank deposit of undeposited funds, see To remove a bank deposit for undeposited funds transactions

The payment you want to remove should be displayed. If you need help doing this, see To find a payment from a customer.

  1. Choose Delete Payment from the Edit menu.

    If the payment you deleted was originally used to fully pay a sale and any discounts for paying off the sale promptly applied to the sale, a message will appear. If you receive this message, continue to step 2.

    If no prompt-payment discount message appears, you're finished --the payment is deleted.

  1. Display the discount in the Receive Payments window. (You can find discount transactions the same way as you find payments from customers; look for a transaction labeled "Discount" in the Find Transactions window.)

  2. Choose Delete Payment from the Edit menu, then click the Record button to delete the discount.

To remove a payment from a customer