How to delete a payment

Remove a saved payment when it was recorded incorrectly.

1. Open the related invoice

From the main navigation, select Invoices, then open the invoice linked to the payment.

YourBiz main navigation with Invoices highlighted
Select Invoices from the main navigation.

2. Open the payment

Select the payment reference on the invoice to open the payment details page.

Invoice details page with Payment 16 reference visible
Select the payment reference on the invoice to open the payment details page.

3. Choose Delete Payment

Open Actions, then choose Delete Payment.

Payment Actions menu with Delete Payment visible
Open Actions and select Delete Payment.

4. Confirm the deletion

Review the warning and confirm. Deleting a payment also deletes any attached refunds.

Delete Payment confirmation dialog
Review the warning, then confirm the payment deletion.

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