Follow these steps to delete a payment record:
- Log in to the CRM.
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Payments module. The Payments List View appears.
- Hover over any record and click the radio button on the left side. The Delete icon will appear at the top.
- Click the Delete icon. The Delete record window opens, saying that when you delete your records, you lose all the related data, and it will be kept in the recycle bin and cleared after 30 days.
- Click Yes, delete to delete the record.
- Click Cancel to cancel.
A Successfully deleted message will be displayed.