Deleting Payments from a Bill

If a payment was recorded incorrectly against a bill, you can delete it to correct the record. This guide explains how to delete payments, what happens to the bill balance afterward, and who has permission to perform this action.

When to Delete a Payment

Delete a payment when:

• The payment was recorded against the wrong bill
• The payment amount was entered incorrectly
• The payment was a duplicate entry
• The payment method or account was wrong and needs to be re-entered

Deleting a payment removes it from the bill's payment history. If you need to correct a payment amount, delete the incorrect payment and then record a new one with the correct details.

How to Delete a Payment

To delete a payment from a bill:

1. Open the bill from the Bills Browser by double-clicking it
2. In the Payments section, locate the payment you want to delete in the payment grid
3. Right-click on the payment row to open the context menu
4. Select Delete Payment from the context menu
5. A confirmation dialog appears asking you to confirm the deletion
6. Click Yes to delete or No to cancel

The payment is removed from the database immediately after confirmation.

Balance Recalculation

After a payment is deleted, the bill's financial summary recalculates automatically:

• Total Payments decreases by the deleted payment's amount
• Balance increases by the same amount
• The bill status may change based on the new balance (for example, from Paid back to Unpaid if the deletion creates an outstanding balance)

The recalculation happens immediately and the bill form updates to show the new totals.

Required Permissions

Deleting payments requires the FIN_PAY_BILLS permission. This is the same permission required to record payments. The Delete Payment context menu option is hidden for users who lack this permission.

The following roles have this permission by default:

• Super Admin
• Location Admin
• Manager
• Accountant

Employees do not have payment permissions by default.

Limitations

You cannot delete payments from a cancelled bill. When a bill is cancelled, the entire Payments section is disabled, including the right-click context menu. If you need to adjust payments on a cancelled bill, you will need to handle this through your accounting workflow outside of the bills module.

What to Read Next

• Recording Payments on a Bill — Re-enter the correct payment after deletion
• Canceling a Bill — Cancel a bill that should not have any payments
• Bills Permissions and Roles — Understanding who can delete payments