How do I remove a payment?

Last updated: November 2, 2025

You can remove a payment from the invoice details page.

Steps to remove a payment

  1. Go to the invoice where the payment was applied.

  2. Locate the payment section at the top of the invoice.

  3. Click the ellipsis (⋯) next to the payment.

  4. Select Remove Payment.

When a payment is removed, it will also be removed from the connected ledger during the next scheduled sync. The payment status may not update immediately; refresh the page to view the latest state.

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Why can't I remove a payment?

  1. You cannot remove a payment if the associated invoice is in a closed accounting period.

  2. You cannot remove a completed Stripe payment that has automatically been matched by cash application.