How do I delete/adjust a payment?

Introduction

Managing payments in ServiceBox depends on whether the payment has already synced with your connected accounting system. This article outlines what actions you can take based on the sync status.

Deleting a Payment (Before Syncing to Accounting)

If the payment has not yet been synced to your accounting system (e.g., QuickBooks or Sage), you can delete it freely.

• Simply delete the payment from the invoice.

• You can then add a new payment with the correct amount or method if needed.

Refunding a Payment (After Syncing to Accounting)

If the payment has already been synced, you cannot delete it. This is to ensure proper synchronization and avoid discrepancies.

• Instead, you must issue a refund for part or all of the payment.

• This ensures ServiceBox communicates the correct reversing entries to your accounting software.

Adjusting a Payment Amount

• Not synced yet? Delete and re-enter the payment.

• Already synced? Use the Refund function to make any adjustments.

Need Help?
If you have any questions or need help managing payment records, please contact our support team at support@jobboxsoft.com — we’re here to help.