Delete a prepayment

Delete a prepayment you recorded.

When you can't delete a prepayment

  • You can't delete a prepayment you've refunded or reconciled. You need to delete the refund or reconciliation first and then delete the prepayment.
  • You can't delete a prepayment you've allocated to another invoice or bill. You need to remove the credit first and then delete the prepayment.

Delete a prepayment added during bank reconciliation

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

Delete a prepayment recorded on an invoice or bill

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

To delete the prepayment:

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

    Image showing payment link.

  5. Click Options, then select Remove & Redo.

Remove a credited prepayment from an invoice or bill

If you credit a prepayment 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 prepayment received) or Purchases (for an prepayment paid).
  2. Find the invoice or bill you credited the prepayment to. Click to open it.
  3. Click Prepayment.

    Delete prepayment credit allocation to invoice from the prepayment.

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

    Delete prepayment credit allocation to invoice from the prepayment.

  5. Click OK.