How to Remove a Payment from an Invoice

There are several reasons why you might need to remove a payment from an invoice, such as:

• Incorrect amount: If the payment amount was entered incorrectly.
• Payment applied to the wrong invoice: If the payment was mistakenly linked to the wrong invoice.

This guide will take you through how to delete a payment from an invoice.

Note:  If you have a Xero integration, you will first need to unlink the payment using the instructions here.

1. On a matter, hover over the Billing tab and select Invoices/Bills.

2. Locate and open the invoice by clicking on the invoice ID.

3. Click the Payments tab.

4. Click on the payment you want to remove.

5. Delete or Reverse Payment. Deleting will remove the record entirely and reversing will remove the payment whilst maintaining a record.

6. Enter a reason for deletion.

7. Delete/Reverse Selection.

The payment is now removed.