Remove a Payment Recorded by Mistake

If you recorded cash, a check, or another manual payment by mistake, open the bill's Payment History and use Remove on the eligible payment. This corrects your records; it does not send money back to a customer.

Correct the Entry

1. Open the bill and find Payment History.
2. Check the amount, method, date, and reference number.
3. Tap Remove on the mistaken entry and read the confirmation.
4. Confirm, then check the bill's new balance and status.

On the phone, use the equivalent payment-history action offered for that entry. You need permission to manage invoice payments.

Real Card Payments Are Different

A card payment processed by Stripe or Square cannot be erased this way. Refund a real charge through its payment provider. If Remove is missing or KeyBolt refuses the action, read the reason before making another entry.

Record the Correct Payment

If money really was received, tap Get paid, choose Cash or check, and enter the correct amount and method. Do not add a replacement until you have checked whether the original entry remains. See Record Partial Payments.