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farmhousecatering
Level 1
posted
‎June 22, 2022 06:39 AM
last updated ‎June 21, 2022 1:39 PM

Changing the Status of Paid to Unpaid

A customer paid an invoice online with a credit card, not knowing someone had already mailed a check for payment.  They requested the card be refunded, so we did that.  But the invoice status still shows "paid" and I need to apply the check payment to the invoice but am unable to since the invoice is marked as paid.  How do I correct this without having to create a whole new invoice?

 

Thank you,

Kristy

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1 Comment 1
IntuitSheila
Level 8
‎June 22, 2022 09:38 AM

Changing the Status of Paid to Unpaid

Hello farmhousecatering,

 

Thanks for posting in the Community! Let me guide you on how to mark your invoice as unpaid. You'll have to delete the payment linked to the invoice. Here's how:

 

  1. Go to the Sales tab.
  2. Go to the Invoices tab, then open the invoice.
  3. Click on 1 payment link in 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 the 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.

 

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

 

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