Delete A Payment

How To Delete A Payment For A Client In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a week ago

Overview

You can easily delete a payment in ZenCase whether the payment has been allocated or not allocated.

If you have the required security permissions, you will see a "Delete" button in the table under the "Action" column. If you do not see a "Delete" button, then you may need to contact your firm administrator for assistance.

How To Delete A Payment For A Client

  • Go to the Payments list page from left navigation bar.

  • Search or filter payments.

  • Click the "..." three dots icon from the Actions column for a payment.

  • Click "Delete Payment".

  • Confirm deletion, click "Yes, delete it".

You should see your changes updated in the payments list table. You may need to refresh the page to view updates.

Important Note: If the payment has already been allocated, the allocations will be removed and the payment will be deleted.

How To Delete A Payment That Has Been Allocated

When a payment has allocations already assigned to invoice charges, then you will need to clear all allocations before you can delete the payment. You can clear allocations from the payment details page.

  • Go to the Payments list page from left navigation bar.

  • Search or filter payments.

  • Click the "..." three dots icon from the Actions column for a payment.

  • Click "View Allocations".

  • You will be redirected to the Payment details page.

  • Under the "Allocated" tab, you will see all of your invoices that have allocations.

  • For each item in the "Allocated" tab, under the Actions column, click the "Clear Allocations" button represented by the trash can icon to clear allocations.

  • Once there are no most invoices listed in the "Allocated" tab, then you can now delete the payment.

  • In the upper right corner of the payment details page, click "Delete Payment".

  • Confirm deletion, click "Yes, delete it".

You have now successfully cleared all payment allocations and deleted the payment.

If you have any questions, please feel free to contact us.

Did this answer your question?