Editing or deleting a payment

1. Go to Payments, or Recent payments on your dashboard, and click the payment
2. Click Edit (on a phone, Edit payment at the bottom of the page)
3. Make your changes and click Save changes

The payment page shows when the payment was recorded and, if it has been changed since, when it was last updated.

Any payment, however it arrived, has these editable fields:

• Who paid you?: the name shown on the payment
• Amount
• Date received
• Currency: locked to CAD for e-Transfer payments
• What was this for?: your notes
• Service period: start and end dates

You can't change the source, the reference number, the details read from an e-Transfer email (sender's email, bank, and message), the linked client, or the invoices the payment was applied to.

1. Open the payment
2. Click Delete
3. In the Delete this payment? dialog, click Delete again

A deleted payment is removed from your Payments list, dashboard totals, and client totals. It is still included in reports.

If the payment was applied to an invoice, deleting it doesn't reopen that invoice. The invoice stays marked paid.

Right after you delete a payment, the confirmation message has an Undo button. After that:

1. Go to Payments and open the Deleted tab (it appears once you've deleted at least one payment)
2. Click the payment
3. Click Restore

There's no time limit on restoring.