Delete or transfer a payment

Delete a payment

For money that was recorded by mistake — nothing is refunded to anyone. If the customer really paid cash and you're giving it back, don't delete it: an admin records a cash refund instead, so the payment and the refund both stay on the order — see Refund or void a payment.

1. In the order's Payments window, tick the payment and press Delete — or use the payment's ⋮ › Delete payment.
2. Read what will happen and confirm with Delete $….

If it was the deposit, it no longer counts as a deposit paid; the order's status doesn't change. The Order Log keeps a line, for example Cash payment $500.00 received Sep 26 deleted by ….

You need the permission to delete payments. Only payments recorded by hand can be deleted — cash, check, credit record and your own payment types:

• A card payment charged through MoveBoard can never be deleted. Refund it, void it, or transfer it to another order.
• A refund cannot be deleted on its own. / A voided payment cannot be deleted.
• This payment has already been refunded.

Transfer a payment to another order

When a payment or deposit landed on the wrong order, or the customer's deposit should go to their new order — card charges included. Nothing is charged or refunded on the card; it can still be refunded from the new order.

1. In the order's Payments window, press the payment's ⋮ › Transfer to another order.
2. Pick the order from This customer's other orders, or search by order number, name, email or phone.
3. Read the preview — for example The cash payment of $500.00 moves from order #1001 to order #1002 — and press Move payment.

Both orders' received totals change by the same amount, and both Order Logs get a line, for example Card payment $100.00 transferred to order #1002 by ….

Who can do it: admins, and anyone an admin gives Can transfer payments to another order (Users › the person › Permissions, under Can process a refund). It's off for everyone else until it's given. The orders you can pick are the ones you can see.

A payment can't be moved when:

• it was taken by the crew on the bill of lading or the closing (it stays with that job);
• it's a storage payment (it belongs to the storage account);
• it's a refund or a voided payment;
• the order it's on has started (a job is under way or completed, or its closing is open);
• the order it's going to is completed;
• a refund of it is still being recorded (try again in a minute).