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Intuit
17 helpful votes

How to fix a payment applied to the wrong customer invoice

If you received a payment against the wrong invoice and now want to apply it to the correct one, you can either create a journal entry or apply the payment to the correct invoice.

Create a journal entry

Here's how to create a journal entry:

  1. Select the Create ⨁ icon.
  2. Under Other, select Journal Entry.
  3. On the first line, complete the following:
    • Account: Accounts Receivable
    • Debits: Amount of payment to transfer
    • Name: Name of the customer you’re transferring payment from
  4. On the second line:
    • Account: Accounts Receivable
    • Credits: Amount of payment to transfer
    • Name: Name of the customer you’re transferring payment to
  5. Select Save and close..

Apply the payment to the correct invoice.

Here's how to apply the payment to the correct invoice:

  1. Select the Create ⨁ icon.
  2. Under Customers, choose Receive Payment.
  3. Select the name of the customer.
  4. In the Credits section, make sure the journal entry # and open balance amount are listed and checked.
  5. Select Save and send.

Now you're able to fix a payment applied to the wrong customer invoice.

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