Customer paid invoice, QB marked paid, but customer's bank didn't pay so amount was taken out of my business acct. How do I resend the invoice so customer can try again?

Correcting your invoice after it has been marked as paid in QuickBooks Online is easy, and I’m here to show you how @blueindigo2325-g.

Since this invoice payment was taken from your business account, you can void it so it won’t affect your account balances or reports. The QuickBooks system will offset the amount to zero out the balances. That’s why you’ll still see the invoice number and list in reports, although it changes the amounts to zero.

Here’s how:

1. Navigate to + New and select Receive payment.
2. Choose the customer from the Customer dropdown.
3. Select the payment method from the Payment method dropdown.
4. Choose the account where the payment is from the Deposit to dropdown. Tip: You can put the money directly into an account, like your checking account, or select Undeposited Funds if you need to group the payment with others. 
5. In the Outstanding Transactions, tick the checkbox for the invoice you're recording the payment for.
6. If necessary, you can also enter the Reference no. and Memo if needed.
7. Tap Save and close.

I’d also suggest reaching out to your accountant to find out the best way to handle it. They can offer you professional help to ensure your books will be balanced.

For reference, you’ll want to record their payments in QuickBooks Online. It explains the detailed steps to record a single or partial payment for an invoice.

Please update us after performing the solutions, as I want to ensure this is resolved for you. Just reply to this post if you need further assistance with Invoice. I'll get back to you. You have a good one.

This didn't work for me so I just sent the customer a "link" to pay the invoice again. Payment was received!

Thank you!

But now I think that QB has added the customer's invoice payment 2x. Any idea's on how to reconcile that the invoice was only paid 1x?

Thanks!!

@JamaicaA , void the invoice? i think that's gonna mess up the A/R and payment records

https://quickbooks.intuit.com/learn-support/en-us/help-article/banking/handle-rejected-failed-bank-t...

Hey there, blueindigo2325-g.

I'm glad you found a workaround that did the trick and the invoice was paid. I'd be glad to relay some info regarding reconciling in your QuickBooks Online account. 

Just to make sure I'm on the same page, is the duplicate payment showing in the For Review section of the banking page? If so, the entry can be excluded so it isn't added to the register. Here's how:

1. Hover over the Banking tab in the left navigation panel, and click Banking.

2. Scroll down a bit and make sure For Review is the area selected, and locate the duplicate payment.

3. Check the box to the left of the entry and click Exclude.

4. The second entry will then be excluded and won't be seen in the register when it's time to reconcile.

It's always a good idea to discuss these types of actions with your accountant first. I believe the following linked articles will help as well:

• Categorize and match online bank transactions in QuickBooks Online

• Reconcile an account in QuickBooks Online

With this info you won't have to worry about any potential confusion caused by a duplicate transaction. Please feel free to reach back out if you have any other questions. 

@MorganB , following  @JamaicaA’s instructions, they voided the first invoice which unlinked its payment. Then, they created a new invoice and the customer also paid it. Now, they already have two payment records in QB. - these are not banking transactions

Hi there, thanks for joining the thread. I'll share an insight on your query about managing your invoices in QuickBooks Online.

If you’re referring to duplicate invoices, you have the option to delete or void them from the invoice list.

Here’s how:

1. Go to Sales from the left panel. Then the Invoices tab.
2. Click the Drop-down icon of the invoice you want to void or delete.
3. Hit the Delete or Void.
4. Select Yes to confirm.
   
   

Please see this sample screenshot for reference:

Here's an article you can refer to for more details on how to void or delete transactions in QBO.

In case you’ll want to send and print your invoices in the future, open this article for your reference.

You can always reply or reach out to us again if you need anything else with managing your transactions. We're always here to guide and assist whenever you need help. Have a good one!