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How to change or delete a payment

This article guides users through the process of modifying or removing existing payments within Counta.

Step by Step Guide:

    Change an existing payment

    1. Navigate to ACCOUNTING > Payables > Payments.

    2. Select the Payment No. that needs to be unposted.

    3. Click UNPOST.

    4. Once a payment is unposted and following the below-mentioned restrictions, users can edit various parts of the payment, including adding more lines.

    Tip: There are certain limitations on altering an existing payment.

    • An approved payment cannot be modified in a way that affects the total amount. This includes deleting lines, changing amounts, or adding new lines.
    • The payment date or accounting month cannot be altered once the payment is approved.
    • The payment can't be unapproved if its date is prior to the bank reconciliation lock date or if the related accounting period is closed.

    Delete a payment

    5. Navigate to ACCOUNTING > Payables > Payments.

    6. Select the Payment No. that needs to be deleted.

    7. Click UNPOST.

    8. Search and select the uposted Payment No.

    9. Click DELETE.

    10. Click OK to confirm the deletion.

    11. A message will appear at the bottom of the page confirming the action.