Removing Payments From a Billing Account

A payment that has been applied to a Billing Account can be ‘disconnected’ or removed.

From the list of payments, click on the payment ID link to open the same

The Overview tab that opens shows the details of the Payment applied to the Billing Account, with two Update options.

The first Update option lets you update the Payment Header details themselves, including the amount, payment method, paying party and applied-to party.

The second option lets you remove the payment from the Billing Account.

Click Remove to de-link the payment from the Billing Account

You can re-apply the payment to the Billing Account, by clicking Apply

If the Paying Party has any outstanding invoices, you will also have the option to apply the payment to one or more invoices, in addition to applying it back to the Billing Account

Once a payment is removed (de-linked) from the Billing Account, the Payments list gets refreshed