Remove a payment

Remove a payment that was recorded against the wrong invoice, for the wrong amount or by mistake.

Before you start

• You need permission to delete finance records. Admins have it by default.

Steps

1. Open the invoice and scroll to Payments.
2. Click the bin on the payment's row.
3. Read Remove payment?. It tells you what the invoice's status will go back to, and whether the payment will also be deleted in Xero.
4. Click Remove.

What happens next

• If Xero holds the payment, it is deleted in Xero first, then here.
• The status is worked out again. With no payments left, the invoice goes back to Sent.
• The removal is recorded in the invoice's History.

Good to know

• If Xero refuses, for example because the payment has been reconciled there, nothing is removed and the reason is shown. Unreconcile it in Xero first.
• Payments can't be removed from a void invoice.
• To restore a payment you removed by mistake, record it again.