Deleting Charges

If a charge was created in error, you can delete that charge record. The charge is permanently removed from the system if the user profile Keep Deleted Charge is not enabled. If the user profile Keep Deleted Charge is enabled, the charge status is updated to Cancelled. To view the deleted/cancelled charges, add the Delete Flag to the Charge list view and select Yes in the list view filter.

Note: If there is an issue with a charge, you can also place the charge on hold. This keeps the charge on the system, but makes it unavailable to the invoicing process.

You should carefully review the charge status before deleting a charge; charges in any status other than Hold or Open are currently assigned to an invoice.

  1. From the Charges list screen, select the charge that you want to delete. You can only delete charges that are in an Open status.
  2. Click Delete.
  3. Click OK to delete the charge.