How to delete an exported payment

Problem

Exported payments cannot be deleted directly from customer records. The system displays the error message Payments that are posted or exported cannot be deleted when attempting to delete the payment.

Solution

Create an adjustment invoice with a temporary task. Apply the credit and add a negative payment to cancel it.

Delete an exported payment

1. Go to the invoice used to collect the payment and unapply the payment.

2. Create a new adjustment invoice for the customer.

3. Add a temporary task to the adjustment invoice for the same amount as the credit.

4. Go back to the original invoice and click Collect and apply payment.

5. Apply the existing credit to the adjustment invoice.

6. Delete the temporary task from the adjustment invoice.

7. Add a negative payment to the adjustment invoice to cancel out the original payment.

8. Add a negative task to zero out the remaining balance on the adjustment invoice.