How To Delete A Payment

In some situations, you may need to delete a payment in TTP. This can be because a payment was refunded or a payment was added by mistake. 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 WePay or an integrated payment processor, deleting the payment in TTP will not trigger a refund. All refunds should be processed directly through your payment processor dashboard.

Deleting a payment from the Edit Invoice screen

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

You can then delete the payment by clicking the "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 "view" next to balance just below your client's name in their client profile.

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:

You can then delete the payment:

Still need help? Contact Us Contact Us