Delete a payment

It is possible to edit a receipt only if it is not considered deposited . A receipt is deposited when automatic receipt deposits are enabled or when this receipt has been included in a deposit.

To edit the amount of an undeposited receipt

Go to menu Billing
Select item "Receipt list"
Select the receipt to edit and double-click on this line (or click on the pencil icon to the left of the date)
Edit receipt
1. Edit the amount received
2. Check or Edit the payment method
3. If needed, enter or correct a note for this receipt (check number, confirmation number, etc.).
4. Apply the amount received to each invoice to pay. If the balance is paid in full, the button "Pay" fills in the "Payment" cell
5. Discount and Interest columns can be filled in as needed
Check that the Balance to distribute is at $0
Save

To edit the date of a receipt (undeposited or deposited)

Go to menu Billing
Select item "Receipt list
Select the receipt to edit
Click on the Delete button
Confirm and create a new receipt with the correct date

To edit a deposited receipt

A deposited receipt is included in a deposit.

You must therefore delete the deposit to then have access to deleting the receipt.

Go to menu Billing
Select the item "Deposit List"
Select the deposit that contains the payment to modify
Click the Delete button
Confirm the deletion of the Deposit. An adjusting entry will be available for import into SigaFinance EVO.

Then, it will be possible to delete the payment:

In the Billing menu, select the item "Payment list
Select the payment to modify
Click the button Delete
Confirm and recreate a new payment
Recreate a new deposit to include this payment

❓Frequently asked questions

How to tell if a payment is deposited or undeposited?

A small button indicates the status of the payment. If the button is active, the payment is deposited. The payment list allows you to see the status of payments at a glance. Sorting can be applied to help classify payments by their status.