Delete a Payment

You can delete a payment from the database, such as if you accidentally add a duplicate payment. When you delete a posted payment, the program automatically creates a reversal transaction to the general ledger.

Tip: You cannot query on deleted payments. To remove the revenue from your database but still maintain a record of the payment, such as for query purposes, we recommend you edit the payment amount to $0.00. For information about how to edit a payment, refer to Edit a Payment.

To delete a payment, access its record and select Delete payment or Delete posted payment under Tasks. When a message appears to ask whether to delete the payment, select Yes. You return to Revenue.

Note: If you delete a credit card payment that has been processed by the Blackbaud Payment Service and the gateway that processed the credit card supports refunds, a message appears to ask whether to automatically issue a refund for the difference. To issue a refund, select Yes.