I’m seeing a mismatch between the HubSpot article “Manage invoices of your buyers in HubSpot” and the UI in my portal.
The article says to open the invoice, click View associated Payment, click the payment amount, then use Actions > Delete to remove a recorded payment from the invoice.
In my portal, the invoice shows View all associated Payments instead. That takes me to Payments, and clicking the payment amount only opens a Preview panel — not a full payment record — so there is no delete path available.
Example: Invoice-134, payment $750.00, status Succeeded, paid with Cash.
Can you confirm whether this is a UI bug, a documentation bug, or a permissions/product limitation within my account?
Hi @AlyssaRiley and welcome, we are delighted to have you on the HubSpot Community!
Thanks for flagging this and let me check internally on this.
Could you also please share a screenshot of what you are seeing instead (without sensitive nor confidential information)?
Can you please confirm the following:
- The payment is a manual recorded payment and not an online/synced one;
- You have the Manage payments permission;
- You have the Invoice delete permission/settings enabled.
I’d love to hear from our Top Experts: Hi @karstenkoehler, @danmoyle and @Josh are you seeing the same in the UI, please? Do you have any tips to share, please?
Thanks so much and have a lovely day!
Bérangère
It was a manual payment because it was a cash payment. I’m having a hard time understanding where to confirm my access, I’m a super user, and I did go to the user section to confirm that. I created the business account and I’m the only active user, I should have full permission, I know I have deleted payments in the past. Also it is telling me I cannot embed media into this post, preventing me from sharing screenshots.
Hi @AlyssaRiley welcome to the Community! Based on what you’ve shared, my best educated guess is that this is not a permissions issue, and not necessarily a bug in your account. It’s most likely a documentation bug or outdated help article describing a UI path that no longer exists exactly as written. If the payment opens only in preview and no delete action appears anywhere in the payment panel, that suggests the portal behavior has changed and the article needs updating more than your permissions need fixing.
If it were me, I’d call into HubSpot Support (click the ? in the top navigation and look for the 888 phone number) and ask to screenshare so the Support rep can walk through it with you.
The article was updated within the month, so I was hoping it would be correct. Unfortunately HubSpot only provides support to paid customers.
Hi @AlyssaRiley and thanks for sharing your attention to the recent article update, I’ve passed your feedback along.
I understand the importance of having accurate resources and I’m investigating as we speak.
The Team is currently reviewing the documentation, I’ll update you as soon as I hear from them.
Thanks for your patience!
Bérangère
Hi @AlyssaRiley, I wanted to let you know that we heard your feedback, and we’ve made an update to this article: Manage invoices of your buyers in HubSpot . Thank you for bringing this to our attention.
If you are still not able to delete the payment following the steps on the article, there might be an issue with the specific payment that you are trying to delete.
Could you please share as much information as possible (without any confidential nor sensitive data) regarding the payment so that we can investigate and see why you cannot delete it? I am also sending you a DM so that you can share privately if that’s easier.
Thanks,
Bérangère
And thanks so much @danmoyle for your help!
@Berangere happy to (try to) help, always! I love that this user was heard and changes implemented. Even without dedicated support, HubSpot is helping. 
Hey @danmoyle, keep the great insights coming, you always help so much!
We appreciate you! 
And thanks so much for the positive feedback, I’ll share it with the Team as well! 
Love to have you in the Community, Dan! 