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How to delete a deposit from a quote
How to delete a deposit from a quote

Delete a payment from a quote and convert it to a credit memo

QuoteMachine Sales Team avatar
Written by QuoteMachine Sales Team
Updated over a week ago

Note: A user must have the correct permissions to be able to delete a payment. Learn more about setting up user permissions HERE

To remove a payment from a quote, first, select “show deposit details” from within the selected quote.

From this menu, select the deposit you would like to remove from the quote.

Next, click "delete deposit"

Now that the deposit has been removed from the quote, it will appear as a credit memo on the client’s profile, viewable from the contacts page. This credit memo can now be applied to future quotes.

Note: Deleting a deposit from a quote DOES NOT trigger a refund.

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