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Correct a payment when its amount or paid date is wrong, remove one payment that should not have been recorded, or revert every payment when the invoice must return to Owed. These actions change payment history without changing the invoice’s Type or posted line items. Choose the narrowest correction that matches the source record:
Editing a saved payment is recorded as removing the old payment and adding its replacement. The correction remains auditable; it does not overwrite the original ledger entry. See Corrections Are Reversals.

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Edit One Payment

1

Enter invoice edit mode

Open the invoice, select Actions → Edit, and scroll to Payments. Expand the payment date you need to correct. The expanded row shows its line-item allocations; select the edit control on the affected line.
2

Find the payment row

Edit Payments opens for one line item and lists that line’s complete payment history. Match the amount and date to the source record before changing it.
3

Correct the amount or date

Enter a positive payment amount and set the actual date the money moved. The Total and Outstanding footer updates while you type. The sum of the kept payments cannot exceed the line-item total.
4

Stage the correction

Select Save Payments. This updates the page’s edit draft; it does not persist the correction yet.
Approved invoice INV-292977-162 in Edit mode with Cancel and Save actions, $600 paid across its line items, the July 22, 2026 payment expanded to a $325 Claim Handling Fees and Expenses allocation, and its edit-payments pencil visible.

In invoice edit mode, expand the payment gesture and use the pencil on the specific line allocation you need to correct.

Edit Payments dialog for Claim Handling Fees and Expenses with editable July 22 and July 18 payment rows, the newer amount changed to $350, the older $275 payment intact, live Total $625 and Outstanding $575, and Add Payment and Save Payments controls.

Edit Payments restates one line's complete history; changing $325 to $350 updates the line total to $625 and outstanding amount to $575.

Back on the invoice, the original saved payment appears as removed and the replacement appears as unsaved. Review the resulting line-level Paid and Outstanding figures and the invoice’s derived status, then select the page-level Save. Select Cancel and confirm Discard Changes to abandon the entire edit draft instead.
Invoice INV-292977-162 edit draft with $625 paid on the affected line, an Unsaved $350 payment dated July 22, the original $325 payment struck through and marked Removed, and an enabled page-level Save button.

Save Payments stages the correction: the immutable $325 record is removed, its $350 replacement is unsaved, and page-level Save is now enabled.

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Remove One Payment

Use the same edit path when only one payment should be removed:
  1. Select Actions → Edit.
  2. Expand the relevant payment in Payments and select its edit control.
  3. In Edit Payments, select the remove control on the incorrect row.
  4. Review the struck-through amount and date. Select the restore control if you removed the wrong row.
  5. Select Save Payments, review the invoice draft, and then select the page-level Save.
Edit Payments dialog for INV-578046-683 with the July 23, 2026 $250 payment struck through, its restore control visible, the July 17 $300 payment intact, and updated Total $300 and Outstanding $1,100.

A staged removal strikes through only the selected $250 payment and exposes Restore; the kept $300 row now drives the totals.

Removing an unsaved payment follows the same path. A payment added during the current edit can be reopened from the expanded Payments history and removed before the page-level Save. Removing a row created inside the current Edit Payments dialog discards that row immediately because no saved payment exists to reverse.
Save Payments only stages the line-item history on the invoice page. The correction is not recorded until you select the page-level Save.

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Revert Every Payment

Use Revert All Payments when none of the invoice’s current payments should remain.
  1. Open the invoice in read mode.
  2. Select Actions → Revert All Payments.
  3. Review the number of payments and their total in the confirmation.
  4. Select Revert All Payments. Select Cancel to keep them.
Revert All Payments confirmation for approved invoice INV-159313-901 stating that all 3 payments totaling $850 will be removed from the ledger and the invoice will return to Owed with line items untouched, with Cancel and Revert All Payments actions.

Revert All Payments names the full impact before saving: three records totaling $850 will be removed and the invoice will return to Owed.

The reversion saves immediately. The invoice returns to Owed, its Paid amount returns to zero, and its full Total becomes Balance Due again. Its Type, line items, dates, memo, event link, and attachments remain unchanged. Approval also remains. The result is normally Owed · Approved, because payment removal does not revoke the approval that originally authorized the money. If the approval itself must be removed, select Actions → Unapprove after the invoice is Owed. See Approval Is Irrevocable Once Money Has Moved.
Approved invoice INV-159313-901 after reverting all payments, with unchanged $1,000 and $700 line items, Paid $0, Outstanding $1,700, and an empty Payments section.

After reversion, approval remains while Paid returns to $0, the full $1,700 becomes outstanding again, and Payments is empty.

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Verify Financial and Reserve State

After saving an edit, removal, or full reversion, confirm:
  • each remaining payment has the correct line item, amount, and paid date;
  • Paid, Balance Due, and Status match the revised history;
  • approval is still present unless someone explicitly unapproved the now-Owed invoice;
  • the invoice’s Type and line-item amounts are unchanged; and
  • for a Loss/Recovery invoice, the event’s reserve balance and Reserve Updates reflect the reversal of the removed payment’s original reserve effect.
If the correction belongs to a different line item, remove the incorrect payment and record a new payment on the correct line; a payment cannot be moved between lines in place. If the invoice’s own Type, line-item type, amount, or direction is wrong, follow Replacing an Incorrect Invoice instead.