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simcoeweldingdesign
Level 1

Is there a way to edit a customer payment? The incorrect payment was applied.

If I accept the payment remaining, it would be wrong. I need to know if there is a way to adjust it to make it the correct amount that way paid.

1 Comment 1
BabyB
QuickBooks Team

Is there a way to edit a customer payment? The incorrect payment was applied.

Yes, simcoeweldingdesign. You can modify the payment recorded to the invoice to correct any inaccuracies.

 

Here's how:

 

  1. Go to Sales, then choose Invoices.
  2. Select the invoice to edit and click the View payment link under Paid status.

 

image (35).png

  1. From the Receive payment page, apply the necessary changes.
  2. Hit Save and close.

    image (33).png

 

I'll share include this article to help you manage customer payments: Record invoice payments in QuickBooks Online.

 

You can also generate accounts receivable aging reports to gain insights into customer's outstanding balances, payment delays, and overdue.

 

Return to this thread and post any additional questions regarding payments or other business matters.

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