Delete an overpayment

Delete an overpayment you recorded.

When you can't delete an overpayment

  • You can't delete an overpayment you've refunded. You need to delete the refund first and then delete the overpayment.
  • You can't delete an overpayment you've allocated to another invoice or bill. You need to remove the allocation, then delete the overpayment.

Delete an overpayment added during bank reconciliation

  1. Go to Accounts, then select Bank Accounts.
  2. Click the name of the bank account that has the overpayment you want to delete.
  3. Select the checkbox next to the overpayment.
  4. Click Remove & Redo.
  5. Click Yes.

Delete an overpayment recorded on an invoice or bill

You can delete an overpayment you recorded on an invoice or bill in the following situations:

  • You haven't refunded the overpayment, or you deleted the refund.
  • You haven't allocated the overpayment to another invoice or bill, or you removed the allocation.

To delete the overpayment:

  1. Go to Accounts, then select Sales (for an overpayment received) or Purchases (for an overpayment paid).
  2. Click Paid.
  3. Click the invoice or bill you recorded the overpayment on.
  4. Click Payment.

    Image showing payment link.

  5. Click Options, then select Remove & Redo.
  6. Click Yes.

Remove an allocated overpayment from an invoice or bill

If you allocated an overpayment to another invoice or bill, you need to remove it from that invoice or bill before you can delete it.

  1. Go to Accounts, then select Sales (for an overpayment received) or Purchases (for an overpayment paid).
  2. Find the invoice or bill you allocated the overpayment to. Click to open it.
  3. Click Overpayment.

    Image showing overpayment.

  4. Click the Delete icon next to the amount credited to the invoice or bill.

    Image showing delete icon.

  5. Click OK.