You can delete one or more Payments from the Payments screen. In general, we recommend that if you received a Payment, you do not delete the Payment record as it could result in erroneous bookkeeping. If a Payment ever existed in SA and was then deleted, it can be restored from the Payments screen when the "Deleted" filter is applied.
Caution: Deleting a credit card payment does not refund the payment.
To Delete Payments, follow these steps:
- Go to Accounting > Payments.
- Set a filter to see the Payments you need to delete.
- Check the boxes next to the Payment(s) you would like to delete.
- Click Delete.
Any deleted Payments will have their status changed to "Deleted". These Payments are not gone forever. You will just need to set a "Status" filter for "Deleted". For your convenience, there is a Common filter under All saved filters > Common filters > Deleted.