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laura100
Level 1

How do I change the status of an invoice from paid to unpaid - I matched it to the wrong payment

 
5 Comments
Mark_R
QuickBooks Team

How do I change the status of an invoice from paid to unpaid - I matched it to the wrong payment

Changing your invoice status from paid to unpaid is my priority, @laura100.

 

You'll want to delete the payment linked to the invoice to change the status back to unpaid. Let me guide you through the steps.

 

  1. In your QuickBooks Online (QBO) account, click Sales from the left menu and select Invoices.
  2. Find the open the invoice paid mistakenly.1.PNG
  3. On the Invoice page, click the 1 payment made link under the Payment Status.
  4. Click the date.2.PNG
  5. In the Receive Payment screen, click More at the bottom.
  6. Choose Delete, then click Yes to confirm.3.PNG

Once done, the invoice will be marked as unpaid again.

 

I'm adding this article to learn more about recording invoice payments in QBO: Receive invoice payments.

 

Please know that you can always get back to this post if you have additional questions about this matter. I'll be sure to get back to you. Have a good day.

laura100
Level 1

How do I change the status of an invoice from paid to unpaid - I matched it to the wrong payment

Hi, 

 

if I delete the payment (thanks for the step by step guide) will the payment reappear in banking and allow me to match it to another invoice?

Mark_R
QuickBooks Team

How do I change the status of an invoice from paid to unpaid - I matched it to the wrong payment

I appreciate you getting back to us, @laura100.

 

Yes, the payment will reappear on your Banking page under the For Review tab after deleting it. And you'll have the option the match it to another invoice.

 

Here's how:

 

  1. Click Banking from the left menu.
  2. Select the appropriate bank account.
  3. In the For review tab, find the payment.
  4. Click the payment transaction, then select Find match and click Find other matches or Match.1.PNG
  5. Select the appropriate invoice where you want to match the payment.
  6. Hit Save.

However, if you can't see the payment in the For review tab, go to the Categorized tab. And locate the payment from there, then click Undo. This way, it'll reappear in the For review tab and match it to the correct invoice.

 

You might want to check out this article to learn more about matching transactions in QuickBooks Online: Categorize and match online bank transactions.

 

I'm always here to listen if you have other questions while managing your bank transactions. I'll be around to provide further assistance.

glopez48
Level 1

How do I change the status of an invoice from paid to unpaid - I matched it to the wrong payment

Hello,

I followed the steps to delete the payment and I no longer see the invoice in my invoice list. It did ask me to confirm because it was linked to other transactions. Will I need to add the invoice again?

Maybelle_S
QuickBooks Team

How do I change the status of an invoice from paid to unpaid - I matched it to the wrong payment

Thanks for joining the thread, @glopez48.

 

We can locate all of your invoices in the Transaction List by Customer report in QuickBooks Online (QBO). The invoice list will only show the last 365 days for aging transactions and the last 30 days for paid invoices.

 

Here's how:

  1. Go Reports menu.
  2. In the search bar, type in Transaction List by Customer.
  3. Click the Customize button.
  4. In the Report period section, select the date of the invoice you want to see.
  5. Click Filter.
  6. Put a check-mark beside Transaction Type and select Invoice.
  7. Place a check-mark to A/R Paid.
  8. Select the Rows/Column drop-down arrow, and then click on Change columns.
  9. Click on A/R Paid.
  10. Select Run Report.

You can read this link for more details: Run Reports in QuickBooks Online.

 

If you want to save all the changes made to your report, you can refer to this article: Memorize reports.

 

Please let me know if I can provide additional support. Don't hesitate to comment below. Have a great day ahead!

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