Forum Discussion

SOF's avatar
SOF
Contributing Cover User
2 years ago

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 ...
  • SOF's avatar
    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.  

gavin12345's avatar
gavin12345
Ultimate User

Hi SOF 

 

If the payment was also part of an Electronic Payment or Bank Deposit, that transaction will need to be deleted first, you should then be able to delete this payment and re-enter as required.

 

Regards

Gavin

SOF's avatar
SOF
Contributing Cover User
2 years ago

Thanks Gavin

That's my issue it is not allowing me to edit and delete the payment.  

  • gavin12345's avatar
    gavin12345
    Ultimate User
    2 years ago

    Hi SOF 

     

    I was trying to explain why that might be the case. Have you checked? Was this payment part of a later Electronic Payment or Bank Deposit transaction?

     

    Regards

    Gavin

    • SOF's avatar
      SOF
      Contributing Cover User
      2 years ago

      It was a payment I allocated to an invoice incorrectly.  It was a bank deposit.  

       

      • gavin12345's avatar
        gavin12345
        Ultimate User
        2 years ago

        Hi SOF 

         

        Suggest you re-read my post above. You need to delete the bank deposit transaction. Only then will you be able to delete this specific payment. Then re-apply the payment to the correct invoice and re-do the bank deposit transaction. This may mean re-creating the ABA file - however do not send it to the bank, simply delete the ABA file.

         

        Regards

        Gavin

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.

 

Related content