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How can I edit a paid receipt that was entered with the wrong product description?

 
1 Comment
QuickBooks Team

How can I edit a paid receipt that was entered with the wrong product description?

Hello nicki-bannerman-,

 

It sounds like you're taking some time review the transactions to your customers in your QuickBooks Self-Employed, which is a great practice to make sure that everything is as it should be. I'm happy to go over the options for editing an invoice that's already marked as paid.

 

When you have an invoice that's been marked as paid in QuickBooks Self-Employed, the program locks it for editing. Don't worry, there are still a couple of options when you need to make changes to that transaction.

 

The first option is to remove the payment, which then opens up the invoice for editing again. To do this, simply click the down arrow in the Action column when using QuickBooks in a browser, then click Mark as unpaid. Doing this removes the payment and then you can click that down arrow again and choose Edit.

 

Once you've edited it, clicking Send reminder will save the invoice again, then you can click Mark as paid on the invoice list to show you've received the payment. If you're not wanting to send the invoice to your customer again, you can consider changing the email to your own or a dummy email this time around, but it could be good to send the invoice again so the customer can see the update you made. Feel free to use the invoice's Message section to let your customer know that these are simply edits and not something they have to pay again.

 

The second option is to completely delete the invoice, recreate it with the appropriate details, then send it again. In this instance, you could use the Message field or even the body of the email to let your customer know what's going on. The option to delete the transaction is also in the down arrow of the Action column.

 

Go with whichever option works best for you and don't hesitate to let me know if you have any questions. You can also share your feedback about the options available with the product development team by following these steps.

  1. Click the Assistant feature.
  2. Type and enter "feedback."
  3. Follow the prompts.

Wishing you the best!