Removing a manual payment
Once you have recorded a manual payment, you can remove it easily if you recorded it by mistake. There are number of ways to do this, all of which are really simple.
In this article
From the Payments index
To get started, click Payments in the sidebar and, with the Invoices tab highlighted, select the payment that you want to remove.
When the invoice appears, you will see the payment listed underneath the item.
To remove the payment, click Remove.
Removing the payment will return the invoice to an Owed state meaning that payments can be made against it.
We don’t notify the member if you remove a manual payment, so if you want to resend the invoice to them you will need to send a reminder. To learn more, see Sending reminders to a member.
When you (or one of your admin team) remove a manual payment, we record a note against the invoice for reference.
Click on Activity & notes to see the note.
From the Invoices index
To get started, click Invoices in the sidebar and select the invoice that contains the manual payment you want to remove.
With the Payments tab selected, click on the member whose payment you want to remove.
When the invoice appears, you will see the payment listed underneath the item.
To remove the payment, click Remove.
From the Members index
To get started, click Members in the sidebar and select the member whose payment you want to remove.
With the Payments tab selected, click on the payment you want to remove.
When the invoice appears, you will see the payment listed underneath the item.
To remove the payment, click Remove.
