Q1. Can I delete an invoice payment record?

• Yes, you can delete a bill payment record.

• After deleting a payment, the payment details and status on the associated bill will be automatically updated.

• Note: If a payment is marked as deleted, you will not be able to undo the action or retrieve the deleted payment record.
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Q2. Will deleting my payments affect my financial reports?

• Yes, deleting payments will affect your organization's financial position. This change will be reflected in different financial reports available on Juan.

• Here's how your financial records and reports may be affected:

  • Trial Balance - The debit and credit amounts of your accounts will be adjusted. Specifically, the debit record from the Accounts Receivables account will be removed.

  • Balance Sheet - The total amounts of accounts previously used in the invoice and related payments may have changed.

  • Profit & Loss - The overall net profit amount may change as you might see changes to amounts in operating revenue and expense accounts.

  • Cashflow - Opening and Ending cash balances may be affected.

  • Ledger - The deleted payment will have its record removed from the ledger.

Q3. Can I add a note/explanation while deleting a payment?

• Juan currently does not support adding notes/explanations while deleting a payment.

• You will be prompted to delete the payment right away.

Q4. What happens to an invoice if a payment associated with it is deleted?

• If a payment associated with the invoice is deleted, the invoice status will change back to Payment Due if the invoice is not yet due, or Overdue if the invoice has already passed its due date.

• This is because the invoice is now missing payments that would mark it as completely paid.

Q5. Can I delete partial payments or only full payments?

• You can delete all types of payments on an invoice.