“How to” Delete a payment against an order

‍

You might need to delete payments in the Zupply platform for reasons like removing duplicate transactions, handling cancellations or refunds, correcting payment errors or resolving billing disputes.

‍

If you need to delete a payment please follow the below instructions.

Select “Accounts
Select “Invoices”
Select “All”
Enter your invoice number into the search field or select client
Tap on the invoice #

‍

Once you tap on the Invoice number it will open up another screen. Scroll down until you see “Payments”

Select the payment by tapping on the “Payment number”

‍

This will then bring up the payments associated with this order. There could be multiple so be sure to look out for that.

Select the payment you want to delete buy ticking the box
Press “Delete”

‍

You will then be requested to confirm that you would like to delete this payment

‍

Once you have selected “Confirmed” you will receive a notification at the top right hand of your screen advising that the payment deletion is a success.

‍