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How can I fix when I booked an invoice as being paid but that is not correct as in fact the payment was charged with the wrong credit card?

 
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Best answer October 22, 2020

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Highlighted
Level 1

How can I fix when I booked an invoice as being paid but that is not correct as in fact the payment was charged with the wrong credit card?

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QuickBooks Team

How can I fix when I booked an invoice as being paid but that is not correct as in fact the payment was charged with the wrong credit card?

Hello Mat6,

 

With QuickBooks Online, recording your customer transactions is a quick and easy process. Sometimes mistakes happen and transactions are recorded in error. I want to reassure you that it's an easy fix! Let me explain how you can void or delete the incorrect payment so that you can re-enter it once you've received it from the correct method.

 

To void or delete a payment, please follow the steps below:

 

  1. Navigate to the Sales tab in QuickBooks Online.
  2. Identify the Payment that you would like to remove from the books. You can do this from the All Sales page, or by selecting the customer from the Customers page.
  3. Click on the Payment to open it up.
  4. Select More from the grey bar on the bottom of the window.
  5. Choose Void or Delete. If you'd like a record of the transaction, I recommend voiding rather than deleting it.

 

When you're ready to record the payment again, simply select Receive payment from the Invoice, or choose Receive payment from the + New button. 

 

For more information on this process, check out this article: Void or delete transactions in QuickBooks Online.

 

I'm here if you have more questions. Thanks for being a member of the QuickBooks family!

Highlighted
Level 1

How can I fix when I booked an invoice as being paid but that is not correct as in fact the payment was charged with the wrong credit card?

Highlighted
QuickBooks Team

How can I fix when I booked an invoice as being paid but that is not correct as in fact the payment was charged with the wrong credit card?

You're welcome, mat6! It looks like Rebecca's answer got you back on track with your books, and I just have a few other points I'd like to highlight since you've mentioned that the payment was charged to the wrong credit card. If you're using the QuickBooks Payments add on with your customer invoices, giving your customers the opportunity to directly with their credit card via the invoice, there are a few more things to consider.

 

For instance, if you're intending on refunding the amount to the wrong card and then re-charge to the correct card, you'll also need to issue a refund receipt to make sure those funds are sent back on that other card. Otherwise, the customer will be effectively charged twice if you process the payment for them again via the Receive Payment window or if they go through the invoice to pay again. This article can help with this situation and has important timeline details to keep in mind: Void or refund customer payments in QuickBooks Online

 

I want to make sure you have steps tailored to your situation since Payments involves actual money movement rather than the simple recording of transactions. If you are using QuickBooks Payments as well and have concerns about this, I recommend checking in with our phone support team, which you can do by dialing 1-833-317-2226. The Payments team is available from Monday to Friday between 9 a.m. and 8 p.m. ET. Don't hesitate to give them a shout!