Correcting a paid invoice

Boxwood · ‎September 02, 2020

I paid one of my vendors with a check but when I processed it through pay bills I forgot to set the credits so now in quickbooks it shows I paid more than I actual paid. Is there a way to undo this and go back and set the credit?

MJoy_D · ‎September 02, 2020

I can help you with your transactions, @Boxwood.

You can delete that bill payment check that you’ve created. Then, recreate it to set the credit.

Here's how:

Go to your Vendors menu and then Vendor Center.
On the page that appears, proceed to the Transactions tab and click Bill Payments.
Click the transaction and then click the Delete icon at the top.

To record a vendor’s credit:

From the Vendors menu, select Enter Bills.
Click the Credit radio button and provide the Vendor name.
Tap the Items Tab and enter the items with the same amounts as the refund check.
Click Save & Close.

Once done, you can now link the deposit to the vendor's credit you've setup:

Go back to the Vendors menu and click Pay Bills.
Check the Deposit that matches the Vendor check amount.
Select Set Credits.
Apply the Bill Credit you created earlier then click Done.
Click Pay Selected Bills.

For additional reference, you can check this article: Record a vendor refund in QuickBooks Desktop.

Please know that I'm just a post away if you have any other questions about the vendor's credit. Have a good one.

View solution in original post

MJoy_D · ‎September 02, 2020

I can help you with your transactions, @Boxwood.

You can delete that bill payment check that you’ve created. Then, recreate it to set the credit.

Here's how:

Go to your Vendors menu and then Vendor Center.
On the page that appears, proceed to the Transactions tab and click Bill Payments.
Click the transaction and then click the Delete icon at the top.

To record a vendor’s credit:

From the Vendors menu, select Enter Bills.
Click the Credit radio button and provide the Vendor name.
Tap the Items Tab and enter the items with the same amounts as the refund check.
Click Save & Close.

Once done, you can now link the deposit to the vendor's credit you've setup:

Go back to the Vendors menu and click Pay Bills.
Check the Deposit that matches the Vendor check amount.
Select Set Credits.
Apply the Bill Credit you created earlier then click Done.
Click Pay Selected Bills.

For additional reference, you can check this article: Record a vendor refund in QuickBooks Desktop.

Please know that I'm just a post away if you have any other questions about the vendor's credit. Have a good one.

fredatfabscrap · ‎July 14, 2021

Experiencing an issue with our paid invoice where I receive an e-mail update that it's been paid, but in the subject line, it is taking certain invoices and naming them with our account name instead of the client (payer) name. It's not happening with every invoice and we can't find a link between the ones where it's happening. Any help appreciated!!

Ex: Payment received: Invoice #XXXXXXXX (Our Account Name).

AlcaeusF · ‎July 14, 2021

Hello @fredatfabscrap,

Welcome to the Community. I'm here to assist you with your concern about the email updates for the payments.

QuickBooks Payments sends an email notification when a customer makes a payment. Since you're getting unusual behavior with the subject line showing your account name, I recommend contacting our Merchant Services Team.

They can review your account and identify what's causing the issue to happen to some invoices only. Our Customer Support is available from 6 AM - 6 PM PT (Monday - Friday).

Here's how:

Go to: Contact Payments or Point of Sale Support.
Click Chat with us under QuickBooks Payments.
Enter the necessary information.
Hit Start Chat.

For additional reference, I've attached a link you can use to identify official emails from Intuit Payments: Official email communication from Intuit Payments.

Feel free to hit that Reply button if you need any help correcting the information in the email subject line. Have a great day ahead.

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