How to Delete a Future Paid Posting on an Invoice

Modified on Wed, 29 Apr at 1:17 PM

Overview

This article explains how to delete a future paid posting from an invoice in a customer account. Follow the steps below to remove the posting and confirm that the balance remains outstanding.

Steps to Delete a Future Paid Posting

Open Invoice History. From the customer account, click Invoice History.
Select the invoice. Highlight the invoice that contains the future paid posting.
Open the Payments screen. Click Payments.
Delete the amount. Highlight the $ amount and press the Delete key.
Clear all fields. Click YES to clear all fields.
Confirm the first prompt. Click OK.
Confirm the balance is still owed. Click OK again to confirm that the customer still owes the amount.
Enter tracking details. Enter details for tracking purposes.
Save. Click OK to save.

⚠️ IMPORTANT

Deleting a future paid posting will restore the outstanding balance on the invoice. Be sure to confirm at the final prompt that the customer still owes the amount, and always enter tracking details before saving to maintain a clear audit trail.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com