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Data Operations
How to remove payment from an invoice?
Problem Statement
You want to know how to remove payment from an invoice.
Solution
This article covers
Is there a way to bulk remove the payment from an invoice so that I can delete the Invoice?
Solution
You might need to remove the payments linked to an invoice for the following reasons:
- If the invoice was generated incorrectly and you'd like to Void or Delete the invoice.
- If the charges/credits were applied incorrectly to an invoice
The linked payment can be removed on the invoice page under Invoices & Credit Notes > Invoices > Choose the 'Invoice' > scroll down to Payments and Credits section > click on the down arrow > Choose the 3 dots onto the right > Remove.
Note: When you remove Payments linked to an invoice, it will be added to the customer's Excess Payments balance which will be automatically applied to the next invoice generated for the customer.
If credits (Credit Notes) applied to the invoice are removed, they will be added back to the credits balance for the customer and will be applied automatically to the next invoice.
If the customer's Auto collection is ON, the invoice status will change to Not Paid when the payments are removed. If Auto Collection is OFF, the invoice status will change to Payment Due.
Note
Total Excess Payments for a specific customer We have updated our summary box to provide a more streamlined and elegant user experience. With this upgrade, hyperlinks have been added to the summary box, allowing users to easily access related information. The Total Excess Payments on Summary Section is available at the top of the Customer details page which provides a total amount due of a customer and hyperlink that directs to the details. Refer to this link for more details.
Using bulk operation
You can use Bulk operation by navigating to Settings ->> Import&Export Data ->> Bulk operation ->> Select "Invoice" from dropdown ->> Remove payment from Invoice. Please refer to the below screenshot.
You can also achieve the same via API. Please refer to this LINK to get to the related API document.
Related Article How do I refund the charge for the invoice that was deleted accidentally?
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