Payments recorded in Digit can be deleted from the related SchemeServe transaction record.

How to Delete a Payment

1. Navigate to the relevant Bank Account within Digit
2. Open SchemeServe Transactions
3. Locate and open the individual transaction
4. Scroll to the bottom of the transaction screen
5. Select Delete Payment

Once deleted:

• the payment will be removed from the transactions tab, and
• the item will return to the Ledger tab as an outstanding amount.

What Happens When a Payment is Reversed?

When the feature is used:

‘Reversed’ transactions in Digit are automatically removed from the case

Associated transactions, such as:

• commission earned
• agent remittance
• and related postings 

are automatically reversed

For audit purposes, reversed transactions remain visible in the Money tab

External Payment Types

Payment types originating from external sources, such as card payments, cannot be deleted in Digit.

Reconciled Payments

Reconciled payments cannot be deleted. The payment must first be unreconciled before the delete feature can be used.

Legacy Payments

Payments containing legacy payment records are not be deletable.

Payments recorded prior to the release of this feature are considered legacy payments and cannot be reversed using this functionality.