If you need to make any changes to a payment you've logged, you can edit the information about the payment.
Note: When editing a payment, it will not send any refund on credit card payments. If you need to refund a client, you'll find this option on your order workflow.
To edit a payment, you'll click Accounting in your main navigation options and the select Payments in the submenu that opens.
Next, you'll search for the payment you need to edit. You can use the search by or the filters to help narrow your list of payments.
Once you've found the payment you would like to edit, you'll click on the pencil icon. You can also delete a payment by clicking on the trash can icon or you can view the payment by clicking on the eye icon (where you'll find the option to mark the payment refunded without sending an actual refund to the client).
Note: Depending on the width of your screen and the columns you have showing, you may need to click the green plus sign (+) at the left end of the row to expand and show the Action options.
When you click on the pencil icon, it will take you to the edit payment page where you can make changes to the payment including the date, amount, references, and notes.
Once you have made the necessary changes, you'll click on the green Update Payment button at the bottom.
Note: If you need to refund a payment, you can find more information in our article about refunds.
If you have any questions about editing payments, please reach out to our team.