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How to reverse a paid invoice and apply the deposit to another invoice?

Need to reverse a paid invoice and apply deposit to another invoice.

 

 

(Title has been edited by moderator for clarity)

Solved
Best answer 12-07-2017

Accepted Solutions
QuickBooks Team

Re: Reversing a paid invoice to unpaid

Welcome to the QuickBooks Community, Sblackburn.

 

You've come to the right place for help reversing a payment on an invoice.Please follow the steps below.

 

If you are using QuickBooks Online:

 

1. Locate the invoice transaction
2. Click the 1 Payment link just below the PAID status.
3. Click the Payment date link.
4. Click More at the bottom, then choose Delete.
5. Click Yes in the Pop-up Window.

 

If you are using QuickBooks Desktop:

 

1. Go to your customer list and select the customer's name to highlight.
2. On the right side of the screen under Transactions, find the invoice payment, and double click to open it.
3. In the Customer Payment screen, click Delete.
4. Select OK to confirm.

 

Once you have the payment reversed, you'll be able to apply the deposit to the correct invoice.

 

Feel free to reach back out if you have questions about this or if you need any further assistance. Thanks and have a great day.

JaymilS

View solution in original post

4 Comments
QuickBooks Team

Re: Reversing a paid invoice to unpaid

Welcome to the QuickBooks Community, Sblackburn.

 

You've come to the right place for help reversing a payment on an invoice.Please follow the steps below.

 

If you are using QuickBooks Online:

 

1. Locate the invoice transaction
2. Click the 1 Payment link just below the PAID status.
3. Click the Payment date link.
4. Click More at the bottom, then choose Delete.
5. Click Yes in the Pop-up Window.

 

If you are using QuickBooks Desktop:

 

1. Go to your customer list and select the customer's name to highlight.
2. On the right side of the screen under Transactions, find the invoice payment, and double click to open it.
3. In the Customer Payment screen, click Delete.
4. Select OK to confirm.

 

Once you have the payment reversed, you'll be able to apply the deposit to the correct invoice.

 

Feel free to reach back out if you have questions about this or if you need any further assistance. Thanks and have a great day.

JaymilS

View solution in original post

Not applicable

Re: Reversing a paid invoice to unpaid

For the desktop version...What if the payment is from a prior year and undeposited is used. I want the reversal of the original deposit and the write off in the current period. Thanks. 

QuickBooks Team

Re: Reversing a paid invoice to unpaid

Hello Fcole,

 

I'd like to let you know that those steps are for moving a payment from one invoice to another. The payment is still on the customer's account, but just needs to be applied to a different invoice.

 

For writing off an amount we do have an article that can get you through that process here: https://community.intuit.com/articles/1502335

 

Let me know if you have more questions. 

Not applicable

Re: Reversing a paid invoice to unpaid

Hi I did steps but it deleted the invoice.  Did I do something wrong?  I still need the invoice from where I applied it incorrectly

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