User Manual
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Managing a Payment Record

Last updated 2026-10-02

For: Admin

  1. Go to Finance → Payments.

  2. Find the payment in the list, then click the ⋮ menu at the end of its row.

    The Payments list with a row's actions menu open, showing View Details, Print Receipt, Reverse Payment, and Delete

  3. Choose View Details to see the payer, amount, method, and which invoice(s) it's allocated to.

    The Payment Details dialog showing amount, method, and allocated invoices

  4. Choose Print Receipt to reprint the receipt generated when the payment was recorded.

  5. Choose Delete to remove the payment record entirely. In the confirmation, type the payment's reference exactly as shown (for example PAY-2026-MAIN-F2550B50) — or DELETE if the payment has no reference — then click Delete. When you select several payments and delete them together, type DELETE instead.

    The Delete Payment confirmation dialog, noting the invoice allocation is reversed first, with the reference typed in and the Delete button enabled

💡 Tip — Deleting a payment automatically reverses its invoice allocation first, restoring the invoice's balance. To keep the payment on record but undo its effect, use Reversing or Refunding a Payment instead.