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How do I correct a mistake on a customer's invoice and then on its payment?

 
1 Comment
QuickBooks Team

Re: How do I correct a mistake on a customer's invoice and then on its payment?

Hi scott-swcd,

 

Thank you for posting here in the Community. It would be my pleasure to answer any question you may have with correcting an invoice and payment in QuickBooks Online.

 

Can share with me what specific changes you need to make on the transactions? Is it some minor details from the header or the amounts?

 

You can edit the invoice and payment through the Transaction List section if it's still hanging on the Undeposited Funds account. Please disregard the message prompt saying that the transaction is already linked to others while performing the changes, 

 

Here are the steps:

 

  1. Log into your QuickBooks account.
  2. On the left panel, click Sales.
  3. Go to the Customers tab.
  4. Click the customer name.
  5. Go to the Transaction List tab.
  6. Click to open the invoice or payment.
  7. Make the necessary changes.
  8. If there's a prompt, click Yes.
  9. Click Save and close.

For your visual reference, here's a sample screenshot of the warning message: 

 

 

In case the payment is already deposited into your bank register, I recommend following the steps in the article I recommend:

 

How to edit a payment or sales receipt that has been deposited.

 

If you need further assistance from me regarding your sales transactions, please let me know. Any additional information or screenshots will ensure timely solution on this.