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  • Deleting a customer payment


 

 

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If you need to delete a payment applied to a sale, you'll fist need to ensure your AccountRight preference is set to allow transactions to be deleted (you need to ensure that the preference, Transactions CAN'T be Changed; They Must be reversed, is deselected). You can then delete the payment.

If you need to delete a deposit, see Customer deposits.

Let's step you through it.

 

To allow transactions to be deleted

To allow transactions to be deleted

If your user role allows you to change preferences, you can change this option at any time.

  1. Go to the Setup menu and select Preferences.

    Preferences option greyed-out? Your user role needs to be set up with permission to set preferences. If you need to regularly change preferences, ask your administrator to add this permission to your user role.

  2. Select the Security tab, 
  3. Deselect the Transactions CAN'T be Changed; They Must be reversed option.
  4. Click OK.
To delete a customer payment

To delete a customer payment

  1. Go to the Sales command centre and click Sales Register.
  2. Find and open the sale the payment was applied to.
  3. Click History.
    example sale with History button highlighted
  4. Find the payment transaction to be deleted. Here's an example:
    Find transactions window with payment transaction highlighted
  5. Click the zoom arrow for the payment transaction. The payment transaction will be displayed.
  6. Go to the Edit menu and choose Delete Payment.

    Deleting a reconciled payment can put your reconciliation out of balance. If you want to delete a reconciled transaction, you need to undo the bank reconciliation first, then delete the entry and re-reconcile the account. See Reconciliation problems.


    Edit menu clicked with mouse pointer on delete payment option
    If you only have the option to Reverse Payment, check whether:

    • you need to change your preference as described above
    • you're trying to delete a payment from a closed financial year (if so, you'll only be able to reverse the payment)
    • you've grouped the payment with undeposited funds. See Preparing a bank deposit for the steps to delete it
    • you've rolled back the financial year (if so, you'll only be able to reverse the payment)

Want to change the customer on the invoice?

After deleting the payment, see Changing an invoice, quote or order for a quick method to change the customer on the invoice. If you want to delete the invoice, see Deleting a transaction.