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Level 1

Reversing a payment on an invoice

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

 

 

 

3 Comments
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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!

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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. 

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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.

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