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I voided than deleted a customer invoice that had a payment applied to it. How do I get rid of the credit?

So there was some confusion about a customer's payment. I had thought my husband said she paid by check for some past due invoices. So I marked them that way. When I found out she hadn't I voided them. Then we decided to forgo the payments and I deleted the invoices. But now I can't get rid of the credit that is there. And today I made an invoice and collected it via Credit card.
 
The received payment for the "correct" invoice I made today doesn't show in received payments. However when I click on one of the "received payments" that I voided...only the "correct" one shows. Ugh.
 
Any assistance is greatly appreciated.
4 Comments
QuickBooks Team

Re: I voided than deleted a customer invoice that had a payment applied to it. How do I get rid o...

Hi there, @KickChick.

 

Welcome to the Community. I'm here to provide assistance with removing the credit that was showing after deleting an invoice in QuickBooks Desktop. 

 

You'll need to delete the payment that was associated with the deleted or voided invoice. 

 

To do that: 

  1. Click on Customers at the top.
  2. Select on Customer Center.
  3. Open the customer profile.
  4. Double-click the deposit you want to delete.
  5. Select on Edit at the top.
  6. Click on Delete Payment on the drop-down.

This way credits that are showing will be removed. 

 

Also, you can check out this article about removing credit from an invoice in QuickBooks Desktop for your future reference: Remove or unapply a credit from an invoice or bill. 

 

That should do it! Keep me posted if you have any other question with this concern. I'll be here to provide additional assistance. Wishing you and your business continued success. 

Established Community Backer ***

Re: I voided than deleted a customer invoice that had a payment applied to it. How do I get rid of the credit?

You should never Void or Delete past due invoices. You just changed Sales and Financial history, and if there was sales taxes, you just affected that, as well.

 

For an invoice that won't be paid, you offset that with a Credit Memo for the customer. This is a Write off.

 

If you still have a Credit, you have too many Payments listed.

Active Member

Re: I voided than deleted a customer invoice that had a payment applied to it. How do I get rid of the credit?

Can you "unvoid" a customer invoice and put it back to original dispostion?  There was a payment applied as well. 

QuickBooks Team

Re: I voided than deleted a customer invoice that had a payment applied to it. How do I get rid o...

Good day, @Transform SR.

 

Let me share some information on what happens to your invoice once it is deleted.

 

First, when invoices are voided it retain the information like the date, the items, the name of the customer, invoice number etc. QuickBooks just zeroes out the amount of the voided transaction. Currently, voided invoices cannot be "unvoided".

 

To get the details of the deleted invoice, you can open your Audit Trail report. This lists each accounting transaction and any additions, deletions, or modifications done to your company file.

 

Here’s how:

  1. Click on Reports at the top menu bar.
  2. Scroll down to Accounts and Taxes.
  3. Choose Audit Trail.

Once you accessed the audit trail report, copy the information and recreate the invoice in your QuickBooks.

 

You can always visit us here in the Community if you have other questions about applying payments to your customer's invoices. I'm here to help.