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suegeorge's avatar
suegeorge
Experienced User
3 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

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
3 years ago
  • Melisa_D's avatar
    Melisa_D
    Former Staff
    3 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
      3 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
      3 years ago

      • Melisa_D's avatar
        Melisa_D
        Former Staff
        3 years ago

        Hi suegeorge, 

         

        Thanks for checking. Can you attach a screenshot of the exact error message you get when trying to delete the invoice. 

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