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jn001
Level 1

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
Solved
Best answer March 12, 2019

Best Answers
IntuitChris
Intuit

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

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!

View solution in original post

26 Comments 26
huveyna
Level 1

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

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

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

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!

wbrooks
Level 2

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

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

Bonny_
Moderator

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

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!

Sam8675309
Level 1

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

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

MirriamM
Moderator

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

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!

Armor07
Level 1

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

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

 

MirriamM
Moderator

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

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!

Clarify
Level 1

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

What happens if this has been reconciled? How do I delete the payment without it affecting the reconciliation?

Bonny_
Moderator

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

Hi Clarify,

 

In this case I would recommend deleting the payment, then reconciling the same period again by making the ending date the same as the Last statement ending date.

 

Bonny

Hippiesquaw
Level 1

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

Please can someone help me? I accidentally paid for a subscription or something while looking at an app called karaoke face from Google play store and I have to cancel it bc it's my rent money and rent is due tomorrow!!

 

BettyJaneB
QuickBooks Team

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

Thanks for joining us here in the Community, @Hippiesquaw.

 

I'd like to ensure that you'll get pointed in the right direction to get assistance with cancelling the subscription that you've subscribed to.

 

To cancel the karaoke face subscription that you've subscribed to, you'll need to reach out to their Customer Service Support Team. This team will assist discuss this matter further and provide you the cancellation process. 

 

Uninstalling the app will not automatically stop your subscription. You may refer to some instructions that can be found online on how you can unsubscribe to a subscription on your device.   

 

This should get you moving today.

 

Don't hesitate to reach back out to me should you have any other concerns with QuickBooks. I'm always here to lend a helping hand. Have a good one!

Jess H
Moderator

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

Hi Hippiesquaw, 

 

If you have accidentally subscribed to QuickBooks Online please follow these steps to unsubscribe.

 

I hope we've been able to assist.

mgonsalves
Level 1

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

This is not working. There is no step 4-8. Nothing to click on. Please help.

Adrian_A
Moderator

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

I'll take it as you're referring to the steps provided by IntuitChris, mgonsalves.

 

There's another way on how you can reverse an invoice payment. I'll show you how:

 

  1. Click Sales in the left panel, select Customers.
  2. Select the name of your customer.
  3. In the Transaction List tab, click the paid invoice.
  4. Click the 1 payment made link.
  5. Click the date.
  6. In the Receive Payment page, click More.
  7. Click Delete.
  8. Click Yes to confirm the action.

I've also added screenshots as your visual guide:

 

 

 

 

 

 

 

However, if you're referring to the steps inside the link provided by JessH, you can do a basic troubleshooting step. In your phone, go to Settings, and then click Reset App Data.

 

I'm always around if you still need my help.

ybw2020
Level 1

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

How does reversing a payment for invoice affect the reconciled month? 

Jovychris_A
Moderator

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

Thanks for posting to the Community, @ybw2020.

 

Reversing an invoice payment will cause the account out of balance. Please make sure that you posted a reversal for the transaction. It will cancel the effect of the original transaction and ensures your accounts are accurate.

 

In QuickBooks Online, instead of removing the transaction, you can record a reversing entry to void a transaction in another period. You can restore the transaction without any problems since it's still on record.

 

First, you can void the transaction using a journal entry.

  1. Open the transaction you want to void.
  2. Select More, then select Transaction journal from the pop-up menu.
  3. Keep selecting the Print (printer) icon until you get to the Print page.
  4. Select Print. This will serve as your reference.
  5. Select + New.
  6. Select Journal Entry.
  7. In the Journal date field, enter the date you want to show the transaction as reversed.
  8. Enter the accounts in reverse based on the printed transaction journal. Example: If the transaction you want to void is a bill payment, debit the bank account then credit accounts payable.
  9. Select Save, then close the window. The transaction is now voided.

 

For the second step, clear the transaction on the register. You can refer to this article: Void a transaction in another period.

 

You can also consult your accountant for help.

 

Please feel free to leave a comment if you need further assistance. I'll be around to help. Have a good one!

Ruth24
Level 1

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

Once you reverse or void a paid invoice, how do I apply the payment to the correct invoice?

Lucas - Product Champion
Content Creator

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

Hi Ruth24, 

 

If you've voided a paid invoice, then there will be an unapplied Payment transaction in that customer's list of transactions. If you want to apply that payment to an invoice, you can click on that Payment in the transaction list, and it will show you any outstanding transactions that the payment could be applied to - all you need to do is tick the invoice that you want to apply the payment to and then click Save and Close. 

 

Feel free to reply in this thread if you have any other questions!

 

-Lucas

checkpnt
Level 1

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

What if payment has been already deposited? I'm trying to delete it because payment was applied to the wrong invoice.

AlexV
QuickBooks Team

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

Good day, checkpnt.

 

We can apply the payment to the correct invoice.

 

The first one I can suggest to edit the payment transaction you recorded. Go to the customer's profile, then find and open the payment transaction. From there, unlink it to the incorrect invoice by removing the checkmark. Then, link it to the correct one by checking it. Once done, let's click on Save and close.

 

Another way is to create a journal entry. You can follow the steps in this article for your reference: How to fix a payment applied to the wrong invoice.

 

I have links here if you need to run reports in QuickBooks Online:

Keep on posting if you have other questions. Have a great day!

rob2359
Level 1

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

I have quickbooks 2017 desktop. It does not ha e the sales tab. How can I do it? Help

MariaSoledadG
QuickBooks Team

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

The sales tab can only be found in QuickBooks Online, rob2359.

 

If you're trying to access the customer's list and sales transactions, you can go to the Customer's menu on the upper part. You'll want to click the Customer menu so you'll see several options that you can choose from. I've added a screenshot for your guide:

Please check this article if you want to record your daily sales summary: Create Sales Receipts.

 

For future reference, you can add and match transactions you downloaded:Add And Match Bank Feed Transactions in QuickBooks Desktop.

 

Keep me posted if you have further questions. I'll be sure to get back.

Lisa_Patts
Level 1

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

To do this from phone I had to press client , then press on the invoice that I had mistakenly pressed paid for . Press edit ( the little pencil in right hand corner ) and adjust to amount paid to 0.   And tada , the invoice then appeared as unpaid . 
hope this helps