Customer credit card payment paid invoice for another customer

I'm here to ensure your customer's invoice payments will be applied to the correct invoice.

In certain situations, emails can be interchanged, which leads to recurring invoices being sent to the wrong customers and payments being applied to incorrect invoices. 

To prevent this, we can review the recurring template to ensure that the correct customer name and email are assigned.

1. Hover over to the Gear icon, then select All lists. 
2. Select Recurring Transactions, then look for the invoice template.
3. Click Edit, then review the customer's name and email. 

Once an invoice payments are applied to the wrong invoice, don't worry. We can unlink or delete the payment transaction and create a newly received payment. Then, link it to the correct invoice.

To unlink or delete payment transactions:

1. Hover to the Sales menu, then select All Sales. 
2. Look for the payment transaction and click View/Edit. 
3. Tap More at the bottom and choose Delete.
4. Hit Yes.

Now, let's use the received payment feature and apply it to the correct invoice.

1. Click +New, then click Receive Payment. 
2. Choose the customer, then tick the correct invoice. 
3. Once done, click Save and close. 

You might also want to visit this article to learn other ways of correcting payments: How to fix payments applied to the wrong customer invoice.

For future reference, if you ever receive an overpayment from a customer, you can either refund them or create a credit memo to reduce their current balance and apply it to an invoice.

I'm still here for you whenever you need assistance correcting payments and managing recurring invoices. If you require assistance managing your transactions in QuickBooks Online, click the reply below. 

Thank you, that was very helpful.  I found that I may have copied the one customer's recurring transaction on another customer and missed deleting the cc email for the new customer.

We're happy to hear your feedback, @Tara951. It's good to see that it works on your end.

You're always welcome to post here in the Community space. Count us in if you need additional help in any QuickBooks Online-related. We're always ready to assist. Take care and have a great day!