How to Remove an Exported Payment From Printed Invoice

Problem

You need to delete an exported payment applied in an invoice. However, after creating an adjustment invoice and refunding the amount to cancel the payment, the payment still shows up on the printed view of the invoice.

Solution

1. Create a placeholder job.

2. On the job screen, click the Edit icon.

3. On the Edit Job screen, select the No Charge/Non-Opportunity option.

4. Click Save.

5. On the invoice for the placeholder job, add a placeholder task.

6. Go to the initial invoice where the payment needs to be canceled and click on Unapply Payment on the payment.

7. Go back to the placeholder job, apply the payment on that invoice, and delete the placeholder task.

8. Assign a technician to the placeholder job and close that job.

9. When the invoice is printed, the incorrect payment should no longer appear and the total should be correct.