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How to DELETE a PAYMENT made in error on an INVOICE


SandraK

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Hi, I'm new to WHMCS. I made a payment on an invoice and entered the wrong date. So I deleted it. And then went back to that invoice to put the payment back in, with the correct date, and it won't let me apply it. So I suppose I have 2 questions ...1. How do I delete a payment correctly! and 2. How do I apply this correct payment now that I've (possibly) deleted the old payment incorrectly! Any clues? Thanks,

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1) Delete the transaction of that payment, all transactions related to this invoice can be found on the view invoice section in admin area.

 

2) on the same page (View Invoice or Invoice Details) click on "Add Payment" tab and enter your payment details, it should be accepted every time, even if the invoice was 100% paid all extra payments will be added to client credit balance.

 

so what error message(s) you have got there?

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Thanks for your reply.

 

Ok, so I'm in a Clients profile, and I click on the 'invoices' tab, and now I see all their invoices. I applied a payment to one by clicking on the relevant invoice from the list, then when it was open, I clicked on 'add payment' tab.

 

After that I realised I'd entered wrong date.

 

So, from the list again in the client's profile, I clicked again on the invoice, scrolled down to the transactions part at the bottom of the page, and I clicked on the red circle with a line through it.

 

Then I tried to use the 'add payment' tab again, I re-entered the date and amount and tried to click the 'add payment' button ... and .... nuthin.

 

In my clients profile /list of their invoices, it says this invoice is 'paid', however when I go in to it, it has a 'balance due'

 

Hmmmm

 

I am unclear if, when you say "all transactions related to this invoice can be found on the view invoice section in admin area" if I am/was indeed in the same place. Not sure if there's an admin area I am missing!!In "clients profile" then "transactions" tab, I can see a list of their payments. And the one I deleted is not there.

 

Hmmmm again ....

 

Sandra

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