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how do i void a payment to an invoice?

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4 comments

  • Sara

    Hi Selena,

    To delete the cash payment that was added to the client's profile on accident, go to the client's Overview page > Billing > filter by Transactions > Edit next to the payment > Delete payment. Once this payment is deleted, it will be removed from the invoice and the invoice will then reflect as unpaid until the correct payment is then added.

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  • Angela L. Lake

    Flippin' Rock Star, Sara!!!

    Thank you so much!!

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  • Alyson Lawther

    CAn you please add to this?  I don't see "transactions".  Where is that?

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  • Sara

    Hi Alyson,

    Here is where the Transactions filter is located on the client's Billing page:

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