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I put paid in full on an invoice I received payment for. I notice now its not paid in full yet. How can I change this to partially paid?

 
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QuickBooks Team

I put paid in full on an invoice I received payment for. I notice now its not paid in full yet. How can I change this to partially paid?

Hello leithasmundson,

 

Ensuring that transactions are entered correctly is a key step in ensuring your business books are accurate. I'm here to help. From what you're describing, it sounds like you've accidentally recorded a full payment instead of a partial payment against an open invoice. To correct that, it's just going to be a few simple steps.

 

There are two things you could do here: edit the payment transaction already entered or delete the original payment transaction and re-enter only a partial payment. Feel free to check with your accountant to see which is best for you.

 

To edit the payment already entered, you can either open it from the invoice transaction by clicking payment under PAID on the invoice or by finding the payment itself in your transaction list and then clicking to open it. Once it's opened, change the amount in the Amount received field and then Save and close. When you go to look at the invoice afterward, you'll see it says Partial or Partially paid now instead of Paid in the status column.

 

If you're opting to delete the payment instead of editing it, select More from the black bar across the bottom of the transaction, then Delete. Learn more here: Void or delete transactions in QuickBooks Online

 

Once deleted, the invoice will open up to be able to receive a payment against it again. This time on the Receive Payment window, only enter the Amount received into the field, which will record the partial payment. This article outlines the options for paying invoices, including partial payments: Record invoice payments in QuickBooks Online

 

If you would like to touch base with an accountant but don't already have one, QuickBooks Online can help you connect with someone. All you need to do is go to the My Accountant option in the left menu of your account, then choose Find a Pro to Help. Using your postal code, you can find someone near you that knows the program.

 

Let me know if you have further questions. Have a great weekend!