Client was mistakingly marked as having paid in Cash. After deleting, still shows credit to account.

Answered

Follow

Thomas Steffora

• August 25, 2021 19:46

First session, so there are literally no other charges to complicate. The client was mistakingly marked as having paid in cash. I went back upon discovering and deleted the invoice. Now it says they have an outstanding amount due AND they have a credit for that same amount. How do I change this?

0

• 

  Sara

  • August 25, 2021 20:22

  Hi Thomas,

  Instead of deleting the invoice, you need to delete the payment for this client. To do this, go to the client's Overview page > Billing > filter by Transactions > Edit next to the payment > Delete payment. Once you have deleted the accidental payment, you can then re-create the invoice and add the correct payment.

  -1

  Comment actions Permalink
• 

  Thomas Steffora

  • August 25, 2021 20:36

  Thank you

  0

  Comment actions Permalink
• 

  Maria Constantinou

  • May 23, 2022 18:29

  Hi! I do not have a "delete payment' option. What can I do to correct this same problem?

  Thanks.

  0

  Comment actions Permalink
• 

  Sara

  • May 24, 2022 16:09

  Hi Maria,

  I recommend creating a Help Request so that our Customer Success team can investigate this for you. Click on the ? icon in your account > Ask Questions > No > Contact Support > Send an Email Request.

  0

  Comment actions Permalink

Post is closed for comments.