How Do I Delete Payments?

You can delete payments in BillQuick Online in the following way:

1. Open Payments screen from the Billing menu.
2. Select the desired View By mode and ID from the list.
3. Choose a payment to delete from the Previous Payments list.

4. Click Delete (or Void).
5. When you have finished, click Save and then Close.

At times, you can delete payments because you have to delete associated projects and clients. In such a case, you can delete master information only after deleting the associated payments. To do so:

1. Open the Client screen and list all the projects of a client.
2. Next, open the Project screen. Determine what you have recorded against each project by reviewing the Project-Accounts screen. (Note the values pointing to time, expense, invoice and payments.)

Services x Billable shows there are time entries on file. Expenses x Billable shows there are expense entries. Total Amount Billed shows there is invoice activity and ‘Total Amount Paid’ shows there are payment records.

3. Open the Payment screen.
4. Select View By: Project and select the relevant Project ID from the list.
5. Next, move to the Previous Payment field and select a previous payment. The corresponding invoice and payment details display in the grid.
6. Click Delete. Similarly, delete other previous payments for this project.
7. When you have finished, click Close.