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tp
Level 2

What do I do with an invoice created to record a rejected payment?

I followed this guide - Handle a rejected or failed bank transfer payment - and created an invoice to record a rejected payment. Now this new invoice is showing a red "Returned" label, with a balance of $0. The amount was already deposited and subsequently deducted from my bank account. What should I do with this invoice? Keep, void, or delete? How do I get rid of the red exclamation mark + warning message? Thanks!

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3 Comments 3
MadelynC
Moderator

What do I do with an invoice created to record a rejected payment?

Hello there, @tp.

 

You don’t need to get rid of the message. QuickBooks normally show the status since this is a returned process.


You can keep it to avoid missing transactions in the future, this will ensure your income and A/R accounts are accurate.

Allow me to share this article that contains financial features and some steps to customize a report: Run reports in QuickBooks Online.


I’ll be here if you need anything else. Have a good one.

tp
Level 2

What do I do with an invoice created to record a rejected payment?

Thanks MadelynC. In that case, I have a suggestion - allow user to dismiss the red "needs attention" message  so that it doesn't show up in the Dashboard and Invoice screens. 

 

Tori B
QuickBooks Team

What do I do with an invoice created to record a rejected payment?

Hey there, @tp.

 

Thanks for the suggestion. We'll be sure to take note of it.

 

Any time you wish to leave any feedback, you can do so using the steps below.

 

1. Click the Gear Icon and choose Feedback.

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2. Type your feedback in the text box and hit Next.

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That's all there is to it. Please let me know if you have further questions or concerns. You can always reach out to the Community or me anytime you need a helping hand. Take care!

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