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new-ish user
Level 1

editing "other payment options" tab when receiving payment for invoice

how do I edit "other payment options" tab when receiving payment for invoice? I entered a custom payment option incorrectly and would like to edit. I can't find a way to do this. Any help is appreciated!

1 Comment
JamesDuanT
Moderator

editing "other payment options" tab when receiving payment for invoice

We'll guide you in navigating QuickBooks and make sure you can finish your activities, new-ish user.

 

The first thing we'll need to do is update the customized payment method:

  1. Click Lists at the top menu and select Customer & Vendor Profile Lists.
  2. Choose Payment Method List.
  3. Double-click the customized payment method and correct the details (name and payment type).
  4. Click OK.

Then, go back to the invoice payment and toggle the payment method:

  1. Click Customers at the top menu and select Customer Center.
  2. Highlight the customer profile and double-click the invoice payment.
  3. In the Customer Payment window, select other payment method.
  4. Select the correct payment method again.
  5. Click Save & Close.

That should refresh the transaction and fix the problem.

 

You can always get back to us if you have additional questions.

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