Learn how to:
Edit an invoice payment
To edit an invoice payment, do the following:
- Click Sales > Payments in Flare's main menu (1 and 2 below). Find the payment in the payments table and click the customer name link (3 below).
- On the payment details page, click the edit icon
(4 below) above the active payment. The Edit Payment form will open.
- Edit the payment and click the Save button (5 below).
- To delete the payment, click the Delete button (A above).
You can also edit an invoice payment from a Flare bank account.
- Click Bank (1 below) and choose a Flare bank account from the accounts dropdown menu (2).
- Click the Payment # link of the invoice payment you wish to edit (4 below). The Edit Payment form will open.
You can easily identify an invoice payment because it has “Account Receivable” as its selected Category (A). - Edit the payment and click Save.
Delete invoice payments
You can delete a customer payment or multiple customer payments at one time by doing the following.
Deletion is permanent and cannot be undone.
Delete customer payments while viewing all payments
- Click Sales > Payments in Flare's main menu (1 and 2 below).
- Check the checkbox next the customer payment(s) you wish to delete (3 above).
- Click the delete button
(4 above).
Delete customer payments when viewing payment details
- Click Sales > Payments in Flare's main menu (1 and 2 below).
- Click the customer name link of a payment (3 above).
- On the payment details page, click the delete button above the payment you selected (4 below), or, click the customer payment in the left menu (5) and then click the delete button (4).
Delete customer payments from a Flare bank account
- Click Bank (1 below) then click the account dropdown menu and choose a Flare bank account (2 below).
- Delete payments by checking the checkbox next to payment(s) you wish to delete (3 below) and then click delete icon button (4).
Comments