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What happens if I delete an invoice that has a payment?

When you delete an invoice that has a payment applied to it, the payment stays on your books. The funds remain in your bank account or in Undeposited Funds, but the payment no longer has an offsetting invoice.

If your customer is returning goods purchased on an invoice, don't delete the invoice. Instead, create a credit memo for the invoiced items. If the customer wants a refund, create a credit memo and write a refund check. Don't delete the invoice.

If you applied the payment to the wrong invoice, don't delete the invoice; follow the procedure for reapplying the payment to a different invoice.

See also

KB ID# H_PMT_INV_WITH_PMT_DELETE
12/3/2016 9:41:10 AM
PPRDQSSWS400 9138 Pro 2017 dcce9e