Delete Payment History

Delete Payment History

BizScheduler allows workers who have the miscellaneous permission "Delete Payment" checked (on the Worker Information screen) to delete payments from the Payment History of a Job. It is important to understand that this should be done with great care. Remember, the reason a payment is in Payment History is because a payment was entered for a job and then processed by the Accounting Report, which might meant that it has been posted to your QuickBooks accounting software.

There are basically two reasons why a payment might need to be deleted from the Payment History. First, the payment may have been entered in error, either in whole or in part. Second, one of the services locked when a payment was processed needs to be modified for some reason. In this case, the payment that has locked it must be removed in order to permit modifications.

If you have permission to perform this task, you will see a red trashcan icon to the right of the payment, as shown below.


When you click the icon, a warning will be displayed. If you continue the process, the payment will be deleted from the Payment History for the Job. At this point you can make changes to the Job Services, including quantity and pricing details before you process the payment section again.

Remember, if you delete payments from Payment History and then process them again, any invoices you generated before may be duplicated. Be careful to make the same corrections in your accounting that you make in a BizScheduler job using this method.


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