Overview

MobiWork simplifies payment management, allowing you to delete payments or remove them from invoices with just a few clicks. Its user-friendly design ensures that even complex payment adjustments can be handled effortlessly. Whether you need to permanently delete a payment or transfer it as a credit to a customer's account, MobiWork's intuitive tools make the process quick and straightforward.

With clear prompts and streamlined navigation, you can confidently remove your payments or remove payments from selected invoices without disrupting your workflow. If you need to process a refund instead of deleting a payment, please see the Refund Payment page for more information.

Important: Once you delete a payment it will be permanently removed from the system.

How to Access the Page

MobiWork allows you to completely delete a payment or remove a payment from an invoice. The "Remove from Invoice" action will remove the payment from the invoice and apply it as a credit to the customer's account.

To access either action, you will first need to access the View Invoice pop-up window. For more information on how to access the View Invoice pop-up window, please see the View an Invoice page. Once you are on the View Invoice pop-up window, click on the "Payments" tab:

From this tab you can delete the payment or remove it from the invoice through the following actions:

  1. Right-click on the selected payment, and from the drop-down select the "Delete" or "Remove from Invoice" the option.

  2. Click on the Individual Actions button, and from the drop-down select the "Delete" or the "Remove from Invoice" option.

Delete a Payment

After selecting the "Delete" option in the View Invoice pop-up window, the Delete Payment pop-up window will appear:

If you are positive you would like to delete the payment, click the Yes button to confirm.

Note: If a payment that was processed with a credit card processor is deleted, the payment will automatically be refunded.

Remove Payment From Invoice

After selecting the "Remove from Invoice" option in the View Invoice pop-up window, the Remove Payment from Invoice pop-up window will appear.

To confirm removal, click the Yes button. This action will remove the payment from the invoice and transfer the funds to the customer's credit:

The credit can then be applied to future payments. For more information on how to apply customer credit for future payments, please see the Add Payment page.

You will be able to see the customer's credit on the "Balance" panel in the View Customer pop-up window's "Billing" tab. For more information on how to access this tab, please see the View Customer page: