How To Delete A Payment

In some situations, you may need to delete a payment in Time To Pet. Generally, this is done when payment was added by mistake and money was not actually received. There are two places to delete a payment. You can delete a payment that is attached to an invoice from the Edit Invoice screen, or you can delete a payment from your client's Balance Sheet.


If the payment was made through Time To Pet Payments, deleting the payment in Time To Pet will not trigger a refund. In most cases, issuing a refund makes more sense than deleting the payment.

Note: Deleting a payment is a permanent action. Time To Pet is not able to reinstate deleted payments. If a payment is deleted and a payment needs to be recorded, a manual payment will need to be added in place of the deleted payment.

Deleting A Payment From The Edit Invoice Screen

To delete a payment from the Edit Invoice screen, first, open the invoice that the payment is currently applied to. You can see all payments that are applied to the invoice at the bottom of the screen. Click the "Edit" link next to the payment you would like to delete.

screenshot of edit invoice screen with red arrow pointing at edit payment button

You can then delete the payment by clicking the "Delete Payment" button.

screenshot of edit payment screen with red arrow pointing at delete payment button

Deleting A Payment From The Client's Balance Sheet

To delete a payment from the client's balance sheet, first, open up the Balance Sheet. You can do this by clicking the "view" link next to the word "balance" just below your client's name in their client profile.

screenshot of upper lefthand corner of client's profile page with red arrow pointing at the view link next to the world balance

You can then click the "Edit" button on the payment you would like to delete. You may need to change which items are listed in the "Showing" box:

screenshot of client's balance sheet with all items showing and a red arrow pointing at the edit button to the right of a payment

You can then delete the payment:

screenshot of edit payment screen from client's balance sheet with red arrow pointing at delete payment button

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