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Can I change a sales receipt to an invoice?

I created a sales receipt for a customer and said they paid with a credit card, but no card was ran. I then accepted payment using his credit card. I now show a credit for the customer. I need to convert the receipt to invoice so the credit is applied to the invoice.

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Best answer 10-15-2018

Accepted Solutions
Community Contributor ***

You can't do that.  You'll need to void or delete the sal...

You can't do that.  You'll need to void or delete the sales receipt and enter the invoice.  Then you can apply the payment to the invoice.

If this was helpful, please click yes.  If not, please post additional questions and I'll try to help.
6 Comments
Community Contributor ***

You can't do that.  You'll need to void or delete the sal...

You can't do that.  You'll need to void or delete the sales receipt and enter the invoice.  Then you can apply the payment to the invoice.

If this was helpful, please click yes.  If not, please post additional questions and I'll try to help.
Not applicable

When I try to void the receipt, QB tells me it will affec...

When I try to void the receipt, QB tells me it will affect my bank reconciliations.  Is there a way to delete the payment, and instead apply the receipt to my invoice?
Not applicable

Re: When I try to void the receipt, QB tells me it will affec...

I have a similar issue - I have a webstore that imports all CC orders to sales receipts, and NET to invoices. So i just deposit the sales receipt. However ALL show open balances because to actual ran payment is attached. But you can't edit the sales receipt after its saved. I wanted to convert to invoice but you cannot do anything!

QuickBooks Team

Re: When I try to void the receipt, QB tells me it will affec...

Hi semperlite,

 

 

I'm happy to know you've tried the answer recommended by Michelle-Long-CPA. I'd be delighted to add to her answer and help you correct your balance.

 

At this time, either void or delete the invoices causing the open balances since you've already deposited the sales receipts. This will ensure that there won't be a duplicate record in the affected income account.

 

Let me walk you through the steps:

  1. Search and open the invoice by selecting it.
  2. Click More, then choose Void or Delete.
  3. Select Yes.

The following article contains additional information about this: How to void or delete an invoice or other transactions

 

Once you've taken care of this, I'd recommend reaching out to the third-party web store provider and ask them if they can configure credit card orders to import as payments moving forward.

 

Please remember, I'm just one post away if I can be of further assistance. Wishing you and your business all the best!

Senior Explorer ***

Re: When I try to void the receipt, QB tells me it will affec...

I agree with the prior answers, they are totally correct,  I just want to suggest, if you are getting a message that voiding or deliting the transaction will affect a reconciliation then your transaction may be link to a reconciled transaction, if this is the case you can un-reconcile the transaction from the register by changing the letter R to C, it may be that you have reconcile the deposit of this payment, if you un-reconcile the deposit  you'll be able to delete the payment. And the sales receipt, and continue as the prior answer which is correct to delete the sales receipt and create the invoice and accept payment with the invoice, and go back to the register and change the C to this new payment to the R if you have un-reconcile the transaction, this was the reconciliation will not mess up your numbers and you'll be OK on your next reconciliation.

I hope this helps! 

Frequent Explorer *

Re: You can't do that. You'll need to void or delete the sal...

Whatever you do, do not void sales receipt if for a credit card payment via QB Merchant Services!  It voids and refunds the actual credit card transaction with no warning!  You will need to go into the merchant processing center and reverse the voided transaction.  Hoping that works anyway.  Still trying to fix.

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