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April 2, 2020
Question

How do I delete a customer payment?

  • April 2, 2020
  • 1 reply
  • 0 views
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1 reply

AddieC
Level 5
April 2, 2020

Hello, 

 

QuickBooks Online helps you run your business with ease! Deleting a payment from your customer is a simple process and can be done in seconds. The method will depend on how the sale was made. I'll explain more below. 

 

If you've sent an invoice to your customer and received the payment afterwards, follow these steps:

 

1. Click the Sales tab on the left navigation menu. 

2. Select All Sales at the top of the page. 

3. Locate the payment you need to delete. Click it to open.

4. Select More at the bottom of the page and click Delete.

 

If your customer payment was recorded via a sales receipt, you'll delete the sales receipt by following theses steps:

 

1. Click the Sales tab on the left navigation menu. 

2. Select All Sales at the top of the page.

3. Locate the sales receipt you need to delete.

4. Click the drop-down menu in the Action column and select Delete.

 

That's all there is to it. I hope this helps get you back on track. If you have any other questions, reach out to our tech support team.


Cheers.