How to delete a customer payment
Summary
Occasionally you may need to delete a
customer payment that has been recorded in SalesPro. This Knowledge
base article provides instructions for deleting payments applied to
sales or orders.
Note: You may
disable the ability to delete payments in employee security. It is
recommended that only Solatech administrators be given the ability to
delete payments from the software.
Instructions
- Open the Sale/Order.
- Click on the Payments hyperlink (in the lower right hand corner Order Entry).
- This will close Order Entry temporarily. You will have the opportunity to reopen the Sale/Order at the end of the process.
- Highlight the payment to be removed.
- Click the Remove Button.
- Click Yes
- Select Yes, delete the payment on the next window. If you select "No" the payment will be removed from this Sale/Order, but will remain as a credit for the Customer.
- Hit Close
- You will get a message asking if you want to reopen the Sale/Order.
- You may select Yes if you have more work to do in that Sale/Order.
- It is not required to reopen the Sale/Order to save the change.
Related Articles
- Working with Customer Payments
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