Remove Payments from Invoices

Permissions (70).png

Topic

How to reset to your invoice if it was accidentally marked as Paid.

This removes the payment from an invoice and changes the invoice status back to Unpaid

 

Instructions

  1. Head to Invoices 
  2. Click on your invoice that you'd like to reset
  3. Scroll down to the Payments Received section, if you're on the Tradify app, this section is just called Payments

    Screenshot 2023-09-19 at 2.47.17 PM.png

    IMG_0006.jpg

  4. Delete the payment, on web by clicking the small x on the right side of the page, on the Tradify app by clicking on the payment then Delete

    IMG_0007.jpg

 

Additional Information

If the customer has made a partial payment, but not paid the invoice in full, you can also click edit the payment to reflect the correct amount paid. 

If you are connected with Xero, deleting the payment from an invoice in Tradify will also remove the payment from the invoice in Xero. To re-add the payment to the invoice, reconcile the payment again within Xero. 

Was this article helpful?
0 out of 1 found this helpful

Comments

0 comments

Please sign in to leave a comment.