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How do I undo a received payment?

How do I undo a received payment against a customer?

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Best answer 03-04-2019

Accepted Solutions
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QuickBooks Team

How do I undo a received payment?

Hello Shabob20,

 

Welcome to the Community - thank you for your question!

 

You can undo this by opening the payment, clicking More at the bottom of the screen and clicking Delete. This will delete the payment and mark the invoice as unpaid.

 

Thanks,

 

Talia

View solution in original post

5 REPLIES 5
Highlighted
QuickBooks Team

How do I undo a received payment?

Hello Shabob20,

 

Welcome to the Community - thank you for your question!

 

You can undo this by opening the payment, clicking More at the bottom of the screen and clicking Delete. This will delete the payment and mark the invoice as unpaid.

 

Thanks,

 

Talia

View solution in original post

Highlighted
Level 1

How do I undo a received payment?

what it is says it's connected to other payments? do I still want to delete it?  the problem is the sales tax was not paid and so there was payment not the full amount invoiced.

Highlighted
QuickBooks Team

How do I undo a received payment?

Hey Ladyj6,

 

Welcome to the UK Community Page for QuickBooks Online.

 

Check the payment screen before clicking more, visually; you should see the invoice selected. If it's just the one invoice and it's as you'd expect to see it,then go ahead and delete and click yes to the messages.

 

Thanks,

Highlighted
Level 1

How do I undo a received payment?

I just tried this (clicking more>delete) and it deleted the entire invoice :-/

Highlighted
QuickBooks Team

How do I undo a received payment?

Glad to have you back here in the Community, @anchorgraphicsof.

 

You'll need to recreate the invoice that has been deleted to record your transactions accurately. Just visit the Audit Log on your QuickBooks to view the details of the invoice.

 

To do that:

  1. Go to Gear icon at the top⚙ and select Audit Log
  2. Hit Filter.
  3. Use the fields on the Filter panel to choose the appropriate UserDate, or Events filter to narrow the results.
  4. Click on Apply

After checking the invoice's information, recreate it. Please see this link for reference: Create invoices in QuickBooks Online

 

Just a reminder, if you want to undo a payment attached to an invoice on your future transactions, all you have to do is to unlink it. This way, the invoice will be open again and the payment will show as credit.

 

To do that:

  1. Click Sales from the left pane.
  2. Select the Customers tab and choose the customer’s name. 
  3. Open the invoice that has been pay and click on the 1 payment made link at the top.
  4. Remove the checkmark on the invoice to detach the payment.
  5. Hit Set as a credit when a pop-up window prompts.

Please see the sample snips below for visual reference:

To learn more about receiving payments and applying credits in QuickBooks Online, please see these links below:

I got you covered if you have any other concerns. I'm always available to help. Have a lovely day!