How do I delete a payment that is incorrectly recorded to invoice

I have assigned a payment that is incorrect and wish to delete it. I have checked my security tab and I DO NOT have the transactions can't be changed ticked.

Why is it not allowing me to edit and delete the transaction?

SOF
2 years ago
Hello Earl_HD
That solution DID NOT work for this transaction. Very disappointing that all the information directs you to do this and it did not work. I could find no other information online directing me to what I needed to do with this transaction. I finally had one of MYOB support people do a remote session and they advised that solution to edit the payment would not work as the invoice was a closed invoice and the ONLY solutions was to reverse the entire invoice and enter it again.

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SOF
Contributing Cover User
2 years ago
Hi gavin12345

I was using a desktop. I had this issue sometime last year but didn't have the time to try to solve it at the time. I think it changed with an apdate sometime last year.
Earl_HD
MYOB Moderator
2 years ago
Hi SOF gavin12345

Thank you so much for your post. This process can be done on the software, You'll need to expand that close invoice, then there will be two transactions for the payment applied and the original invoice. You'll just need to open the payment transaction and click on edit the delete, if you don't have that option you might need to check under set-up >> preferences >> security check if the first item is ticked, If it is ticked untick and repeat the same steps.

Regards,
Earl
SOF
Contributing Cover User
2 years ago
Hello Earl_HD
That solution DID NOT work for this transaction. Very disappointing that all the information directs you to do this and it did not work. I could find no other information online directing me to what I needed to do with this transaction. I finally had one of MYOB support people do a remote session and they advised that solution to edit the payment would not work as the invoice was a closed invoice and the ONLY solutions was to reverse the entire invoice and enter it again.
Princess_R
MYOB Moderator
2 years ago
Hi SOF

We appreciate your patience and understanding about this matter. If this Help Article, Deleting an invoice, quote or order, that has detailed instruction on how to delete a payment applied to a sale, doesn't work. The other option is to reverse a sale and re-enter it again.

Please feel free to post again I'm happy to assist.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Cheers,

Princess