Deleting a recorded payment in Bookem

If a payment has been entered incorrectly or is no longer required, you can delete it to maintain accurate financial records. Payments can be deleted from the client profile, the invoice it was allocated to, or from the Payments section in Bookem.

How to delete a payment from a client's profile

Follow these steps:

  1. Open their profile in Clients

  2. Go to their Account tab - select and open the payment you would like to delete - click on Delete

How to delete a payment from an invoice

1. Go to Accounts > Invoices

2. Search for, select and open the relevant invoice

3. Click the payment at the bottom right

4. Click the Delete button.

How to delete a payment from accounts

1. Go to Accounts > Payments

2. Select the relevant payment and open it

3. Click the Delete button and confirm by clicking 'Yes' when prompted

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