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There are times you may wish to delete a previously entered transaction on an account. This can happen when:

  • You accidentally added an item to the wrong account
  • An employee accidentally double-posted a payment
  • You want to remove transactions you were using to test out a feature, and more

When this happens, you can use the following steps:

1) Go to the Financials tab of the account in question.

2) Navigate to the transaction you’d like to delete, and click the Delete button .

3) Confirm you’d like to delete the transaction by clicking OK.

 

 Tips:

Editing, deleting, voiding, or marking a payment NSF will NOT refund money to the debtor. If you need to process a refund, you must go through your merchant/payment processor.

 

See anything missing or out of date on this page? Please contact Simplicity Support at helpdesk@simplicitycollect.com.