How To: Delete a payment from the Customer Statement screen

Deleting payments is not a suitable way of dealing with bad debts. You should discuss in detail any process for writing off bad debts with your accountants, to make sure they are happy with the effect on your accounts.

Should a payment have been recorded in error (e.g. against the wrong customer's record), it can be removed in a simple and straight-forward manner:

1. Open a Customer screen (show me how).
2. Using the filters at the top of the screen, load the required customer record.
3. Open the [ Customer | Detail | Statement ] tab.
4. Right-click on the selected payment in the 'Allocate From (Credit Notes, Payments)' grid, found in the top-right area of the statement tab.
5. The 'Delete Payment' option on the context menu may be used to remove the payment; this will automatically cancel any allocations made to invoices.

See Also

• Accounts overview
• Customer/Supplier screen