1. Find the payment
From the main navigation, select Invoices, then select the payment reference for the invoice.
2. Review the payment
Review the payment details and confirm that you opened the record you need to correct.
3. Delete an incorrect payment
Saved payments cannot be edited. If this payment was recorded by mistake, open Actions and select Delete Payment and confirm the deletion.
For money that needs to be returned, keep the payment record and use the separate refund actions: Create refund for the remaining refundable balance, or Review & create refund to choose the amount.
4. Recreate the incorrect payment
After deleting the incorrect record, return to its invoice. Follow the linked guide to create a new payment with the corrected details.
