Deleting a Payment Record

Deleting a payment record permanently removes it from your financial ledger. Unlike editing a payment, which preserves an Activity Log trail, deletion is absolute—once a payment record is gone, its data is gone.

When to Delete a Payment

There is only one valid reason: accidental duplicate entry.

If you or an employee logged the same $1,200 check twice, your Revenue Snapshot now shows $2,400 collected from that tenant instead of $1,200. Delete the duplicate to correct the math.

When NOT to Delete a Payment

[!CAUTION] Never delete a payment to "undo" a real transaction that occurred.

If a tenant's check bounced:

• Don't delete the original payment record.
• Instead, edit the record to change the Status to "Pending" or mark the Paid Amount to $0.
• Add a note: "Check #4521 returned by bank. NSF."

This preserves the historical record that the tenant attempted to pay, which is critical evidence in collection proceedings.

How to Delete a Payment

1. Navigate to the Payments page.
2. Find the duplicate or erroneous entry.
3. Click the Action Menu (three dots) on the payment row.
4. Select "Delete".
5. Confirm the deletion when prompted.

Dashboard Impact

The moment a payment is deleted:

• The Collected Revenue on your dashboard decreases by the deleted payment's amount.
• The deletion action is logged in the Activity Feed, providing accountability for who removed the record and when.