The Goal: Delete a payment from a member's record when it was entered in error, subject to system restrictions on deletion eligibility.
Before You Begin:
- The Delete option is only available when all three of the following conditions are met:
- You are within the transaction deletion window configured in your billing default settings. See Configure Finance Defaults for instructions.
- The payment has NOT been included in a deposit. (Exception: if you do need to delete a deposited payment, delete the deposit first, then delete the payment, then recreate the deposit — this is not best accounting practice and should only be done under special circumstances.)
- It is NOT a credit card payment.
Steps to Delete a Payment
- Open the member's contact record and click the Billing tab. (You can also access payments from Finance, Billing section, click All Payments.)
- Click the hyperlink for the payment you wish to delete.
- Click the Delete button.
- Click OK to confirm the deletion.
The payment has been deleted, and the balance(s) on the invoice(s) to which it was applied will be adjusted accordingly.
Common Pitfalls
- Delete button not visible: The payment may be outside the deletion window, may have been deposited, or may be a credit card payment. Check all three conditions before concluding the deletion is impossible.
- Payment has been deposited: You must delete the deposit first, then delete the payment, then recreate the deposit. Consult your accountant before taking this action.