It's so important to keep track of which invoices have been paid, and which one's haven't. The powerful invoicing tools in QuickBooks Online are really user-friendly, and mistakes can always be corrected. I'd be happy to help you remove the payment you recorded on your invoice.
Here's what you'll do:
1. Click the Sales tab on the left navigation menu.
2. Select Invoices at the top of the page.
3. Locate the invoice you accidentally marked as paid and click to open it.
4. In the top right corner you'll see the Payment Status as PAID. Click the small blue link that says, "1 payment made".
5. Click the blue date link to open the Payment.
6. Click More at the bottom of the page.
7. Select Delete.
That's how to properly remove the payment from your invoice. Once you do so, your invoice status will once again ask you to "Receive Payment". If you'd like more information on invoicing in QuickBooks Online, check out this article: Invoicing.
Let me know if you have any other questions.
Have a great day!
One of the most powerful features available in QuickBooks Online is the advanced tracking for your accounts receivable. By ensuring your invoices and payments are recorded correctly, you're making it easy to always know how much you're owed by your customers. I'll be happy to help you sort this out.
Typically if the More option is not visible, it's because the transaction hasn't been saved yet. As long as the invoice isn't checked on any payment, there should be no problem recording a new payment on it. If you're having trouble removing the payment, I think you might benefit from some real time assistance with an agent. They'll be able to see exactly what's going on to determine the best way to approach this. Choose from the options below to get in touch.
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Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)
Don't hesitate to reach out! I want to make sure your accounts receivable are balanced.