Deleting Manual Payments

The process of deleting manual Cash or Check payments applied to invoices in your BillingOrchard system can be done through Reports --> Payments.

The client filter at the top of the screen allows you to filter by Client, Date and/or Project, pulling in the desired transactions to be viewed.  

From there, simply click the red "X" next to the payment to be removed.  This process will completely remove that payment from your system and the invoice it was applied to.

Note: While this section will allow you to delete Manual payments, credit card payments can be deleted, too.  Please be aware that deleting a credit card payment does not refund that payment in any way.  It simply removes the payment from your system and from the invoice.  If you wish to refund a credit card payment, do so through Invoices --> Gateway Payments.