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How do I change back my invoice to unpaid, I accidentally hit paid by mistake and I need to change it back

I just need to know how to change a accidentally hit payment received back to unpaid
Best answer 03-11-2019 06:45 PM

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Moderator

Hi jn001  This can be a little tricky but let me walk you...

Hi jn001 

This can be a little tricky but let me walk you through it. 

  1. Click Sales
  2. Click Invoices
  3. Click on the invoice you want to reverse the payment of
  4. Click on the "1 payment" link under the paid stamp (if you applied more than one payment it will say 2 or 3 etc)
  5. Click on the Date you want to reverse a payment on
  6. Click More
  7. Click Delete
  8. Click Yes

Let me know if I can assist further!

8 Comments
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How do i change back an invoice from paid to unpaid, i ac...

How do i change back an invoice from paid to unpaid, i accidentally hit paid by mistake
Moderator

Hi jn001  This can be a little tricky but let me walk you...

Hi jn001 

This can be a little tricky but let me walk you through it. 

  1. Click Sales
  2. Click Invoices
  3. Click on the invoice you want to reverse the payment of
  4. Click on the "1 payment" link under the paid stamp (if you applied more than one payment it will say 2 or 3 etc)
  5. Click on the Date you want to reverse a payment on
  6. Click More
  7. Click Delete
  8. Click Yes

Let me know if I can assist further!

Established Member

Re: Hi jn001 This can be a little tricky but let me walk you...

Will this action delete the bill or change the payment date?

QuickBooks Team

Re: Hi jn001 This can be a little tricky but let me walk you...

HI wbrooks, deleting the payment of a bill will not delete the bill or change the payment date. After deleting the payment, the bill will still be there, but now back in an unpaid state. Make sure you are clicking on the Payment link as Chris said above in step 4 to ensure you are deleting the payment. Hope this helps!

Active Member

Re: Hi jn001 This can be a little tricky but let me walk you...

The buttons you mentioned didn't quite match my online pages. I tried to give it a future date but it still shows it as received. I'm sure I'm slowly jacking things up. Can you help with this? 

 

Thanks

QuickBooks Team

Re: Hi jn001 This can be a little tricky but let me walk you...

Pleased to have you here in the Intuit Community, Sam8675309,

 

I'm here to show you on how to delete payment to reopen your invoice .

 

To do this task, here's what you'll need to do:

  1. Go to Sales in the left navigation menu.
  2. Go to Invoices tab, then open the invoice.
  3. Click on 1 payment link at the upper right hand above the PAID payment status.
  4. Click on the link for the date.
  5. On the Receive Payment window, click on More button at the bottom.
  6. Click on Delete, then choose Yes.

That's it! You're now able to change your invoice back to unpaid status.

 

If you have further questions, please feel free to visit us again. Have a great day!

Established Member

Re: How do i change back an invoice from paid to unpaid, i ac...

I have followed the instructions but the payment link doesn't appear so I cannot reverse the invoice

 

QuickBooks Team

Re: How do i change back an invoice from paid to unpaid, i ac...

Hi there again, Armor07,

 

I appreciate you getting back to the Intuit Community and validating the result.

 

To further isolate the issue, I recommend accessing your account in a Private browsing window first to verify if this is caused by the system or your browser.

 

Here are the keyboard shortcuts that will help you accomplish this in all supported browsers:

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Internet Explorer: press Ctrl + Shift + P
  • Safari: press Command + Shift +N

Once able to open a private browser, kindly repeat the steps I've provided above. If it works, then your main browser may have too much historical data from previously visited websites which slows down internal processes and causes this kind of behavior.

 

To ensure this doesn't happen again, it's a good idea to clear the cache of the browser you're using.

 

However, if the issue persists, please send me a screenshot for me to further check it here in my end.

 

Please let me know how it works. I'm always here to help. Have a great day!