You can easily edit or delete cash, check, and credit card payments to reflect the correct billing information for your clients.
Note: If you would like to delete or refund a Stripe credit card payment, see this guide: Charging, refunding, and setting up AutoPay for clients with your Stripe account.
Editing and deleting a payment
To delete a payment for a client, follow these steps:
1. Navigate to the client's Billing tab:
2. Hover over the dollar amount for the payment that you would like to change to see the options to 'Edit' and 'Delete' appear:
- Edit will allow you to edit the payment type, amount, and the date of the payment.
- Delete will prompt you to confirm that you would like to delete the payment.