V3 Payments Screen - Delete Payments

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:

  1. Go to Accounting > Payments.
  2. Set a filter to see the Payments you need to delete.
  3. Check the boxes next to the Payment(s) you would like to delete.
  4. 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.

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