If you've entered a payment/adjustment incorrectly (or perhaps entered a duplicate payment/adjustment), you will need to manually delete this record to help correct your client's accounting. Please keep reading for further instructions!
Note: If you'd like to edit the payment/adjustment instead of deleting it, please click here for further instructions.
DELETING PAYMENTS WITHIN THE MAIN ACCOUNTING TAB
- Click on the main Accounting tab, in the row of gray tabs along the top of the screen.
- Click on the desired client to whom the accounting entry was attributed. (If you don't see their name here, simply search for that Client by using the Search box.)
- Click on the accounting entry.
- A pop-up window will open and click on the Delete button.
- Click on the Ok button.