How to remove or edit a payment on a paid invoice

How to remove or edit a payment on a paid invoice

Steps to remove or edit a payment from a paid invoice, this action is also needed if you need to void a paid invoice

How to remove or edit a payment from a paid invoice

You may have a situation where a payment has wrongly been attached to an invoice and you need to remove this, similarly, you need to remove a payment in order to void a paid invoice, here are the steps to follow to remove a payment.

There are many areas within Enrolmy where you may be working with invoices, it does not matter where you navigate to in order to action the following steps.

1. From your chosen invoice, select the invoice by the invoice number.

2. When the invoice has loaded, you will see the payment noted at the bottom

3. Select the word Payment in blue

Invoiced Items

4. You will then see the payment detail as below, showing all payments against that invoice number, there may be more than one, so select the cog to the far right of the payment in question

Next Steps for Deleting Payments

5. To DELETE the payment, select DELETE

Deleting Payments

6. Next, you will be asked to confirm the deletion, then your action is complete.

Confirm deletion of payments

 

 

Next Steps to EDIT Payments

7. To EDIT the payment, select EDIT

Edit payments

8. You will now see a screen with the original payment details appear, here you can edit the amount and detail in the case of the original being incorrect.

 

Edit payments 2

 

9. Your action is complete, and confirmation is displayed on the screen.

Edit payments confirmation

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