Delete a payment from a bank statement

Steps

  1. Navigate To "Money > Banking"
  2. Click on a bank statement
  3. Find and click on the payment to be deleted
  4. Click Delete Payment in Payment Details Section
  5. Select whether to Delete All or Delete Payment

Step 1.

Navigate “Money > Banking”.

Step 2.

Click on a bank statement.

Step 3.

Click on the amount of the payment you want to delete.

Step 4.

The system will re-direct you to “Payment Details” page click the “delete” button.

Step 5.

For the final stage you need to choose whether you want to “Delete Payment” or “Delete All”.

What the terms mean.

Delete Payment

Removes the payment from the system and un-associates it from any invoice.  Clicking this will take you through to a confirmation screen if the payment is successfully deleted.

Delete All

Deletes both the payment and voids any invoices associated with it. After clicking this you will be taken through the the void invoices screen.