Delete a payment form

You can delete a payment form when it is not needed or has been entered in error. Payment forms cannot be deleted if they have been submitted and posted, that is, the payment form has been assigned a document ID by the ERP system.

Delete a payment form

Summary: Delete a payment form when you have no plans to submit the form and no longer want it to show in the Payment forms register.

Considerations: The payment form cannot have been submitted and posted.

  1. From the Payment forms register, select the payment form you want to delete.

  2. Click the Delete payment form icon.

  3. Click the Yes button in the confirmation box. The payment form is removed from the register.

What's next: You can view a note indicating that the payment form has been deleted in the Administrative Notes tab of the Payment form register's notes panel.