To delete a payment from a customer

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

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

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

The payment you want to delete should be displayed.

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.

Display the discount in the Receive Payments window. (A discount is recorded as a Sales Journal (SJ) transaction. Look for the discount transaction using the Card or Invoice tab of the Find Transaction window.)

Choose Delete Payment from the Edit menu.