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suegeorge's avatar
suegeorge
Experienced User
2 years ago

Need to delete a "payment" I accidentally created

Please help.     I didn't get any responses to my question this morning.  I'll try to explain it better.   I'm creating an invoice, but suddenly a payment appeared. NOT from a bank transaction.  ...
Melisa_D's avatar
Melisa_D
Former Staff
2 years ago

Hi suegeorge, 

 

Thanks for your post. I'm happy to help, can you please provide a screenshot of the invoice activity history so I can assist. 

  • suegeorge's avatar
    suegeorge
    Experienced User
    2 years ago
    • Melisa_D's avatar
      Melisa_D
      Former Staff
      2 years ago

      Hi suegeorge, 

       

      Thank you for the screenshot. Can you please go to the banking tab > find transactions. Can you expand the date range and select all accounts, in the search field can you please enter 2,500. Does a transaction appear ? 

       

      If it does, can you click into it and attempt to delete the payment. 

       

      Do let me know how you go. 

      • suegeorge's avatar
        suegeorge
        Experienced User
        2 years ago

        Thanks.  I tried that previously and there was no transaction listed, but I'll do it again now just to make sure.

  • suegeorge's avatar
    suegeorge
    Experienced User
    2 years ago

    Thanks so much for helping me

     

  • suegeorge's avatar
    suegeorge
    Experienced User
    2 years ago

     

    You can see where I've somehow created a "payment" but they haven't paid ... and it doesn't show on the "activity".  How on earth did I manage that? lol

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