HOW TO DELETE A PAYMENT FROM A CLIENT’S ACCOUNT?

This article explains how to delete a payment from a client’s account. Once deleted, the transaction will also be removed from the Cash Report.

Steps to Delete a Payment:

Go to the Client’s Profile

• From the main menu, navigate to Clients and open the profile of the client whose payment you want to delete.

1. Click on Balance inside the client’s profile.

2. Select View Statement to see all payment and transaction history.

3. Delete the Required Transaction

   • Locate the payment you want to remove.

   • Click Delete next to the transaction.

• The payment will be removed from the client’s statement.

• It will also automatically disappear from the Cash Report.