If a payment entry was added incorrectly, you can easily delete it from the system. Follow these simple steps to remove the wrong entry.
Steps to Delete a Payment
1. Access the Payments Table
From the left-hand menu, go to the “Payments” section.
You’ll see a table displaying all recorded payments.
2. Locate the Payment Entry
Search for the payment entry you want to delete.
You can use the Search Bar to quickly find it by entering the job ID, customer name, or invoice number.
3. Open the Payment Actions Menu
Click the three-dot menu (⋮) on the right-hand side of the payment entry.
4. Delete the Payment
From the dropdown options, select “Delete.”
Confirm the deletion when prompted.
5. Verify Deletion
The payment entry will be removed from the table.
Ensure the payment no longer appears in the list.