can not delete payment

[Butterfly8]

hi,

 I don't have the 'Transactions Can't Be Changed' box ticked. 

but I cannot delete the payment .

Is there a way to do it? 

[Komal_S]

Hi @Butterfly8 

There are a few reasons why you would not be able to change a transaction within a company file. The common situations are below:

• The transaction was included in a secondary transaction i.e. a Prepare Electronic Payments/Prepare Bank Deposit transaction has been done including that individual transaction.
• Your user access prohibits the use of editing transactions
• The payment is a payment to an order which was then converted to an invoice, in which case, you won't be able to delete/reverse the payment but would have to follow the steps in the Customer deposits help article.

If you are unable to change a transaction, I would first make sure that you are signing in to the company file as the Administrator user. If you are doing that, I would see if it's all transactions or only transactions for a period of time i.e. after the end of a financial year? 

If this doesn't help, please attach a screenshot of the transaction you're trying to delete or send it via Private Message so we can investigate further.

[Butterfly8]

Hi Komal,

Thanks for your kind reply.

This particular translation has been done as prepare bank deposit. 

Can I delete this payment ?

Thanks. 

[Komal_S]

Hi @Butterfly8 

Yes, in order to delete that, you will have to go to Transaction Journal>>Receipts>>Search by dates the deposit was prepared and then delete the deposit transaction which would appear like :

Once the deposit transaction is deleted, you can delete the individual payment linked to the transaction.

Let me know if you have further questions on this.