Deleting a payment in a Company’s Statement

Deleting a payment in a Company’s Statement

Overview  

This video explains how to delete a payment in the company statement screen. Step-by-step instructions are below the video.


Steps 

  1. Open the company record.
  2. Open the Statement tab.
  3. Check that the payment hasn't already been allocated to an invoice either by checking that the allocated amount is still 0.00 or the Balance is the same as the payment amount.
  4. If there are no allocations, green select the payment.
  5. Click on the Actions button.
  6. Select Delete Payment.
  7. Click Yes and then Continue to acknowledge the popup, the payment will be deleted.

Notes/Caveats 

Note if you need to unallocate the payment, this is done by green-selecting the payment and clicking on the Actions button and selecting Cancel Allocations (From).