Can I void a customer payment in QuickBooks Desktop?

drol8 · ‎April 07, 2021

Can I void a customer payment in QuickBooks Desktop? I only see option of deleting it.

After paying with a check the customer came back with a different payment method, I can delete the first payment, but I'd rather have a record of both.

SarahannC · ‎April 07, 2021

Hello there, drol8. It's nice to hear from you again.

Yes, you got right. Once payments are given towards invoices, you don't have an option to void the payment. QuickBooks only allows you to delete it.

You may consider editing the payment you received and change it to the correct payment method. You can still follow the steps shared above. Once you open the payment, make sure to highlight the correct payment method for this transaction. Then, click Save and Close to reflect the changes.

Also, you can delete the payment if it's necessary for you to do it. Then, make a payment and re-apply it to the invoice.

Then, you can run the Transaction List by Customer Report to view all the received payments linked to an invoice. To learn more about handling QBDT reports, please check these handy articles:

Please let me know if you have other concerns. We're all right to help as soon as we can. Take care and have a good one!

View solution in original post

Mich_S · ‎April 07, 2021

Hello,@drol8.

Thank you for reaching out to us. Let me share my insights about voiding a customer payment.

You can void payment if the transaction hasn’t settled yet. Here's how you can do it:

Sign in to QuickBooks Desktop.
Under the Customers menu, select Customer Center.
Choose the Transactions tab.
Select Sales Receipts or Received Payments.
Find and open the or payment.
On the Edit menu select Void Sales Receipt.
Select Save & Close.

Please feel free to review this article: Void or refund customer payments in QuickBooks Desktop. This will help you void or refund a customer payment.

You're always welcome here in the Community. Stay safe and enjoy the rest of the week!

drol8 · ‎April 07, 2021

Hello,

This method only works for Payment Receipts, But I don't find this option for customer payments that has been given towards invoices.

Thanks.

SarahannC · ‎April 07, 2021

Hello there, drol8. It's nice to hear from you again.

Yes, you got right. Once payments are given towards invoices, you don't have an option to void the payment. QuickBooks only allows you to delete it.

You may consider editing the payment you received and change it to the correct payment method. You can still follow the steps shared above. Once you open the payment, make sure to highlight the correct payment method for this transaction. Then, click Save and Close to reflect the changes.

Also, you can delete the payment if it's necessary for you to do it. Then, make a payment and re-apply it to the invoice.

Then, you can run the Transaction List by Customer Report to view all the received payments linked to an invoice. To learn more about handling QBDT reports, please check these handy articles:

Please let me know if you have other concerns. We're all right to help as soon as we can. Take care and have a good one!

Topics

Training

Community

Resources

Can I void a customer payment in QuickBooks Desktop?