You can delete a payment from an invoice in Actionstep Practice Management. There are several reasons why you might need to remove a payment from an invoice, if the payment amount was entered incorrectly or the payment was mistakenly linked to the wrong invoice.
To remove an invoice payment:
- In Practice Management, edit the matter you want that has the invoice you want to remove. (See Editing a Matter for help.)
- Click the Billing menu icon. The Billing page appears.
- Click Invoices / Bills on the left side of the page. A list of invoices is displayed.
- Locate the invoice you want to remove the payment from and click its invoice number.
- Click the Payment history tab. A list of payments that have been made is displayed.
- Click the payment you want to remove.
The Edit Client Receipt window appears.
- Choose from the following options:
- Click Delete to remove the record entirely.
- Click Reverse to remove the payment but maintain the record.
- When prompted, enter a reason for removal and click Delete Selection or Reverse Selection (depending on which option you chose).
Additional Resources:
Updated