How to Delete or Modify an Accounts Receivable Payment

This guide explains how to locate, edit, or delete an AR payment in Tai TMS and what to remember regarding QuickBooks syncing.

Step 1: Access Payment History

1. Navigate to Accounting > Payment History.

   

2. Locate the check or payment you want to modify.

Step 2: Open Invoice Payment Details

1. In the Number Applied To column, click the Invoice hyperlink.

   

2. This will open the Invoice Payment Details screen to view all applied payments.

Step 3: Modify or Delete the Payment

From the Invoice Payment Details screen, you have several options:

• Modify Payment Amount: Click the pencil icon to edit the applied amount.

• Remove an Applied Payment: Click the trash can icon to remove the applied amount.

• Delete the Entire Payment: Click the red Delete Payment button to fully remove the payment from the invoice.

  

⚠️ Important Notes About QuickBooks Sync

• Changes in Tai TMS do not retroactively sync to QuickBooks.

• Any payment edits or deletions made in TMS must also be updated manually in QuickBooks to ensure your accounting records remain accurate.

• The sync does not re-check completed items for updates automatically.