How do I cancel or reverse bank transfer payment (all of it to start over OR just credit customer back a partial amt. because forgot to do his commission) to an invoice?

diana.clark · ‎November 17, 2019

This was for an invoice I created for a customer and before I processed the authorized ACH bank transfer, I forgot to put his discount percent (cuz a dealer for us) and charged full amount. Because it's a bank transfer I can't do anything at Merch. services. I guess I just put a check in the mail for the overpayment then? And, then there was a credit made to that invoice so wonder how to get rid of that. Meaning after I processed the wrong amount I went in and added the 35% discount in that box which gave a credit balance so a credit was automatically done so the invoice says Zero.

Jen_D · ‎November 17, 2019

It's great having you here today, @diana.clark,

You must first delete the payment applied to the invoice to clear the credit, and apply the correction for the discount.

While we're unable to edit and delete payments processed in the Merchant Service Center, I recommend contacting our Support Team.

They are available from Mondays through Fridays at 6 AM until 6 PM PT, and Saturdays at 6 AM to 3 PM PT.

To reach them, please visit this link and proceed to QuickBooks Online Payments & Merchant Service Center section to get their most update contact info: Contact Payments Support.

If you have additional questions or concerns about invoice payments or anything, add another comment below. I'm here to further assist and help you at any time. Have a wonderful day!

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How do I cancel or reverse bank transfer payment (all of it to start over OR just credit customer back a partial amt. because forgot to do his commission) to an invoice?

How do I cancel or reverse bank transfer payment (all of it to start over OR just credit customer back a partial amt. because forgot to do his commission) to an invoice?

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