Making Changes to a Sales Payment: Editing, Unposting & Deleting a Sales Payment

Sales Payments CANNOT be Edited, they can only be Deleted, after they have first been Unreconciled and Unposted.

Once the Sales Payment is deleted, the Amount Outstanding on the Sales Invoice will be increased by the amount of the Sales Payment.

Step-By-Step Guide

1. 1. Unreconcile the Sale Payment, see Unreconciling Sales Payments
   2. Select the Sales Payment, there are 2 options:
      • From the Sales Payment List View
      • From the Sales Payment History of the relevant Sales Invoice
   3. Click Unpost
   4. Click Delete

Once the Sales Payment has been Unposted, the Posting Status will show as Draft, and the Editing Status will show as Unrestricted.

Note that a Deleted Transaction will be saved in the list of Transactions with the Posting Status Deleted to preserve the audit trail.