This guide is being written. The topics below show what it will cover.
Planned topics
- Choose edit or delete for an eligible recorded payment and understand the amount/date/method fields.
- Explain when a payment must be refunded instead of edited or deleted.
- Check the updated job balance, payment status, payment history, and connected accounting record.
- Explain why card transactions, split-payment portions, refunded entries and payment-plan payments have different restrictions.