Switching paid to unpaid

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Melissa L. Ross

• July 21, 2021 14:42

I accidentally marked a bill as paid.  how do I undo it?

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  Sara

  • July 23, 2021 17:07

  Hi Melissa,

  In order to change an invoice from paid to unpaid, you will need to delete the payment attached to the invoice. If the payment is cash, check, or manual credit card, you can delete the payment by going to the client's Overview page > Billing > filter by Transactions > Edit next to the payment > Delete payment. If the payment was a Stripe Credit Card payment, you can refund the payment by going to Billing > Card Transactions. Once the payment is deleted, the invoice will go back to showing as unpaid.

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  Melissa L. Ross

  • July 26, 2021 16:19

  Hello!  I followed the directions but cannot seem to find the "delete payment" option.  Can you send screen shots?  I said the client paid in cash but she did not pay anything yet. 

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  Sara

  • July 26, 2021 17:38

  Hi Melissa,

  I can definitely clarify. This is what the client's Billing page looks like when you select the Transactions filter and then click Edit to delete the payment:

  

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  Anne Seiler

  • December 16, 2021 20:29

  I am not seeing/being offered the Delete payment option when I select Edit. Has something changed in the program?

   

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  Anne Seiler

  • December 16, 2021 20:30

  I take that back! I just found it; thank you

   

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  Heather Daley

  • January 18, 2022 20:37

  There is definitely no "delete payment" option on my screen. 

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  Merriam Saunders

  • January 19, 2022 21:37

  There is no delete payment option on my screen either.

   

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  Sara

  • January 20, 2022 22:19
  • Edited

  Hi everyone,

  If there is no Delete Payment button, then the payment was added via Stripe Credit Card. I recommend creating a Help Request if you are still having issues with this. Click on the ? icon in your account > Ask Questions > No > Contact Support > Send an Email Request.

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