How do I delete a payment or adjustment from my client's accounting?

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

1. Click on the main Accounting tab, in the row of gray tabs along the top of the screen.
2. 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.)
3. Click on the accounting entry.
   
4. A pop-up window will open and click on the Delete button.
5. Click on the Ok button.