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Sunismine
Level 1

Reversing a payment on an invoice

I accidentally marked an invoice as paid.  How do I gogback and mark it as unpaid?

 

 

 

5 Comments
HoneyLynn_G
QuickBooks Team

Reversing a payment on an invoice

Good day, @Sunismine!

 

I can help you reverse the payment for the invoice marked as paid. All you have to do is delete the payment transaction.

 

I'll show you how:

  1. Click Sales.
  2. Choose the Customer tab.
  3. Click the customer name.
  4. You'll be prompted to the list of transactions under his/her name.
  5. Click to open the payment transaction (see screenshot).
  6. At the bottom, click More and choose Delete.
  7. Choose Yes.

For additional reference about invoices and payments, you can check these articles: 

 

That will automatically change the status of the invoice to Open (or unpaid). Don't hesitate to add a comment if you have follow up questions. Have a lovely weekend!

Shortybonita
Level 1

Reversing a payment on an invoice

Hello,

 

Can you point me to the instructions on how to reverse a payment on an invoice for Quickbooks Desktop? Thank you. 

Rose-A
Moderator

Reversing a payment on an invoice

Thanks for looping in, Shortybonita.

Let me help you go over to your invoice and have that payment reversed. Let's get started.

 

I can provide you with the easy steps on how you can reverse a payment. If you're using QuickBooks Payments, you follow the steps below.

 

Void or fully refund a transaction:

 

  1. Sign in to your QuickBooks Payments account.
  2. From the Processing Tools drop-down, select Reverse a Transaction.
  3. Fill out the necessary fields and select Search.
  4. Select the transaction(s) you want to refund, then Submit.

An alternate method to Reverse or Void a sale:

 

  1. Sign in to your QuickBooks Payments account.
  2. From the Activity & Reports drop-down, select Transactions.
  3. Enter the appropriate date range and select Search.
  4. Select the Transaction ID or the transaction you want to reverse.
  5. Select Reverse (Void/Credit).
  6. Select the checkbox for the desired transaction, then Submit.

Here's a helpful article for detailed steps and instruction: https://quickbooks.intuit.com/community/Help-Articles/Void-or-refund-transactions-in-QuickBooks-Paym....

 

I'm only a post away if I can be of additional assistance concerning reversing a payment. Wishing you a wonderful rest of the week.

William E
Level 1

Reversing a payment on an invoice

in my QB I do not have a sales tab

Angelyn_T
QuickBooks Team

Reversing a payment on an invoice

Thank you for joining the thread, @William E.

 

I'm here to help ensure you'll be able to reverse an invoice payment in QuickBooks today. First, I would like to know what QuickBooks version are you using. This way, I can gather enough details and give you the correct instructions.

 

You can locate the Sales tab as instructed by HoneyLynn_G above once you'll open QuickBooks Online (QBO) via a web browser.

 

If you're using an android app, you can follow these steps:

 

  1. Log in to your QBO account, then click on the three horizontal lines (hamburger icon) from the homepage.
  2. Tap on Customers.
  3. Select the customer's name, then locate the payment you want to remove.
  4. Open the payment and click on the three horizontal dots at the upper-right side.
  5. Hit Delete, then select Delete again to confirm the action.

On the other hand, if you're using QuickBooks Desktop, here's how to delete the payment transaction:

 

  1. Locate the payment from your customer's profile, then click it to open.
  2. Select Delete, then OK.

I've also added these articles to learn more about deleting or voiding transactions in QuickBooks:

 

I'm always here to help if you have any other questions. Feel free to add a comment below. Have a good day!

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