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Payments
Thanks for getting back in here, @Andrew93.
Let me provide additional steps on how to delete customer payment in QuickBooks Desktop.
Here's how:
- Open the Customer payment window.
- On the top toolbar, click the delete button.
- If you get a warning saying delete if from the deposit first, you need to delete the payment from the deposit.
- Click Save and Close.
Also, to view the deposit payment for the invoice, you can follow these steps:
- Open the affected invoice.
- There are two tabs on the right panel of the Create Invoices window.
- Go to the Transaction tab.
- Under RELATED TRANSACTIONS, it will show the deposit you use as the payment.
- Click the deposit transaction. It will open the Make Deposits window.
- Click Edit at the top menu, and select Delete Deposit (Ctrl + D).
- Click OK to confirm the action.
If you're still unable to delete the payment, I suggest contacting our support team. They have the tools to check your account in a safe environment. This way, they can also further assist you to delete customer payments.
You'll want to personalize email templates. Feel free to check out this article for more details: Create custom email templates in QuickBooks Desktop.
Let me know if you have other queries aside from deleting customer payments. I'll be happy to help you. Have a wonderful day.