All Collections
Sales
How to modify a payment that was taken in on an invoice.
How to modify a payment that was taken in on an invoice.

How to edit, delete, or void a payment that was taken in on an invoice

Chris Minassian avatar
Written by Chris Minassian
Updated over a week ago

The below instructions will guide you how to modify a payment that was taken in on an invoice.

  • From the BusinessMind home page click on the Sales link.

  • From the sale home page locate the view invoices section and utilize one of the smart sets or the search box to locate the invoice you need to modify the payment off.

  • Click on your invoice to display the invoice detail view.

  • From the invoice detail view you will see a link under the total for the payment which will read Less Payment with a date.  Note this date as you will need it when redoing the payment.

  • Clicking this less payment link will give you an option to remove / redo the payment.  Click this and choose this option.

  • Note the message that displays and click yes to continue.

  • You will now see that the payment has been removed.

  • Now turn your attention to the payment area.

  • Fill in the amount paid and utilize the date selection to select the date the payment was originally entered on.

  • In the reference field enter the new payment type.

  • Click the add payment button to complete the process and your all set.

Did this answer your question?