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Frequent Explorer *

Changing a Line Item on Already Invoiced Client removes the Payment from the Received Payments List

Hi there,

We are a construction company and we use lots of line items when invoicing our clients for Time and Material. 

I have recently discovered that one of the line items had the wrong code. I can't do JE as those are line items. We changed the line item to the correct code. Now when we go to the ''Received Payments'' List, the payment for this invoice disappeared. When I select ''Payments and Credits'' then it is showing again however we normally use the ''Received Payments'' List.

1. What is the proper way to change line items on the already invoiced Client since JE is not an option?

2. How do I fix the Payment on the edited invoice to show back on my ''Received Payments'' List.

 

Thank you! 

 

3 Comments
QuickBooks Team

Re: Changing a Line Item on Already Invoiced Client removes the Payment from the Received Payment...

Hello there, LenaMiglena.

 

Changing a line item on an invoice that has already been Received Payments will still show on your Receive Payments list as long as the amounts are the same.

 

To review this, let's go to the Customer Center and check the transactions from there.

 

Here's how:

  1. Go to Customers tab.
  2. Click Customer Center.
  3. Select the customer name.
  4. Under Transactions tab, choose the invoice to open the details.

You can always visit us again for any questions and I'd be happy to answer them.

Frequent Explorer *

Re: Changing a Line Item on Already Invoiced Client removes the Payment from the Received Payment...

You are right. I have done some more item changes and the payments do show. I still can't figure out what happened with that particular invoice and why the payment is not showing...

Thank you for your help!

Anonymous
Not applicable

Re: Changing a Line Item on Already Invoiced Client removes the Payment from the Received Payment...

Glad you're back, @LenaMiglena,

 

There are a few things you need to know when editing line items on an invoice. The system allows posting another payment for modified transactions if it's using a different cost or price, which changes the amount of the original sale.

 

In your case, if it doesn't show up again on the Customer Payments window, delete the original payment and re-apply it again. Here's how:

 

  1. Go to the Customers menu, and select the Customer Center.
  2. Click on the client's name, look for the payment in the Transactions tab.
  3. Double-click on the payment you need to un-apply.
  4. Tap the line with the checkmark and proceed to the Delete button.
  5. Once deleted, receive the funds again using the Receive Payments method.

 

Check out this article for further guidance with applying invoice payments in QuickBooks Desktop: Record an invoice payment.

 

The Community doors is always open if you have other questions in mind. Simply click the Reply button below and I'll be glad to assist you further. Have a lovely week!

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