In some circumstances, you may wish to delete an outstanding payment request for one or many of your contacts - to find out how to do this, follow the steps below:
Step 1: To delete an outstanding payment request, go to ‘Financials’ > ‘Payment reports’.
Step 2: Click the red numeric value next to ‘Outstanding for accounting period to-date:’
Step 3: Click the tick box alongside the contact you wish to delete the payment request for, or if you wish to delete all outstanding payment requests, click the tick box alongside ‘Name’ to select all contacts.
Step 4: Once you have selected the contacts you wish to delete the outstanding payment request for, hover over ‘Actions’ and click ‘Delete payment request(s)’.
Step 5: A pop-up box will appear asking ‘Remove payment request(s)’, if you are happy to remove the request(s) click ‘OK’.
Step 6: Your screen will update with the payment request(s) removed.
Once you follow these instructions you will have successfully deleted your outstanding payment request(s).