Remove Payment from an Invoice

You can remove a Payment from an Invoice, in order to either to apply it to a different Invoice or to delete the payment all together. See Apply an Unapplied Payment/Credit to an Invoice and Delete a Payment from Client Ledger for more information.  

1. Locate Client and open Client Profile.
2. Click Ledger in the side menu.

   

    
    
3. Click Open Invoices or Fully Paid Invoices tab to locate Invoice. 

   

    
    
4. Click on the appropriate Invoice.
5. Scroll down to the Invoice Payments and Refunds section.
6. Click Do Not Apply to This Invoice button.
7. Click Save.

   

    

Related Articles:

• Apply an Unapplied Payment/Credit to an Invoice
• Delete a Payment from Client Ledger

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