I can help you process a receive payment transaction, @userjohnpoole1711.
You can process payment transactions from the + New button. In case, you've applied for the wrong payment or added it to the wrong invoice, you can simply delete that transaction and then reprocess it. It won't affect the invoice.
Follow the steps below:
- Go to the Sales menu and then select All Sales.
- Click to open the payment that you've recorded.
- Select the More at the bottom of the page, then Delete.
You can also refer to this article for more information about handling payment against the wrong invoice and applying it to the correct one: How to fix a payment applied to the wrong customer invoice.
From here, you can now reprocess the transaction, see this guide for more information: Record invoice payments in QuickBooks Online.
You can also run a report right after to identify the remaining balance for the customer. You can generate the Customer Balance Summary report. Refer to this article for more details on running and customising this report: Run reports in QuickBooks Online.
Let me know if you need further guidance in handling your payment transactions. Let me know by leaving a reply below. Keep safe and have a wonderful day!
