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How do I delete a payment made on an invoice?
How do I delete a payment made on an invoice?

To delete a payment, open the Invoice Details page for the invoice that the payment was applied to.

Ben Q avatar
Written by Ben Q
Updated over a week ago

To delete a payment, open the Invoice Details page for the invoice that the payment was applied to.

Note: In order to preserve the record of payment and transaction information, any payments made via the MyCase Payments service cannot be deleted. These payments can be refunded.

After you have opened the invoice you would like to delete a payment on, all payments applied to this invoice will be listed in the Activity section on the top of the invoice (pictured below).

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Confirm that you would like to completely delete the payment from MyCase. Please Note: The amount of the payment you are about to delete will be added back to the balance due on the invoice.

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MyCase also has a Refund feature. Unlike the delete feature you just learned about, Refund lets you remove a partial, or full, amount of a payment. Unlike the delete feature, Refund keeps a paper trail of the original payment with a notation that a refund has been processed. Learn more: How do I refund a payment made on an invoice?

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