Sales

To delete a customer payment

Note: If you activated the Use Audit Trail Tracking preference, this is among the changes that are recorded.

Use this procedure only if your transactions are changeable. (Choosing changeable or unchangeable transactions)

Note:  If a payment was recorded on a bank deposit of grouped undeposited funds, the deposit must be deleted first

The payment you want to delete should be displayed.

1. Choose Delete Payment from the Edit menu.

Note:  If an alert states "You may not delete a deposit transaction for a recorded sale'

If the payment you deleted was originally used to fully pay a sale and any discounts for prompt payment 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.

2. 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.).



3. Choose Delete Payment from the Edit menu.

Related topics

• Receiving customer payments
• Finding, deleting and reversing payments from customers
• Working with discounts for prompt payment
• To find a payment from a customer