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Level 1

How do I edit an invoice that's been accidentally marked paid

 
4 Comments
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QuickBooks Team

How do I edit an invoice that's been accidentally marked paid

Thanks for dropping by the Community space, kris-gottago.


Editing your invoice status is a breeze, and I'm here to help you. Let’s go to the Invoice page to change it.


Here’s how:

 

  1. In your QBSE company, tap the Invoices menu on the left panel.
  2. From the list, choose the entry you’re working on.
  3. Then, click the View drop-down under the Action column to select Mark as unpaid.qbse mark pd.png

For future reference, this article provides an overview of how to customize your invoice and steps to activate the payments option: Create invoices in QuickBooks Self-Employed. 

 

If you have additional questions about the process, click the Reply button, and leave a comment. I’m more than glad to lend a helping hand. Enjoy the rest of the week.

Highlighted
QuickBooks Team

How do I edit an invoice that's been accidentally marked paid

I’m here to ensure you’re taken care of, @kris-gottago.


Were able to follow the steps I shared on how to edit the invoice status? Please know changing it to the correct status is my priority.


If you have any clarifications about the process, don’t hesitate to get back to this thread. I’m only a few clicks away for help.

Highlighted
Level 1

How do I edit an invoice that's been accidentally marked paid

HI,

 

Thank you for your help.  I don't have the mark as unpaid option on my drop down menu.  

 

Kristal

Highlighted
QuickBooks Team

How do I edit an invoice that's been accidentally marked paid

Thanks for keeping in touch with us here in the Community, kris-gottago.

 

We're unable to mark an invoice as unpaid in QuickBooks Self-Employed. This is the reason you didn't see the option. As a workaround, I recommend duplicating the invoice and deleting the paid one.

 

Here's how to duplicate the invoice:

  1. Go to the Invoices menu.
  2. Locate the paid invoice you'd like to delete.
  3. Click the drop-down menu under the Action column.
  4. Select Duplicate.
  5. Click on Save.

 

Once done, let's delete the other paid invoice.

  1. Go to the Invoices menu.
  2. Locate the paid invoice you'd like to delete.
  3. Click the drop-down menu under the Action column.
  4. Select Delete.
  5. Click Yes to confirm.

 

For your visual reference, I've attached a screenshot below.

 

Additionally, I've included an article that'll help you track how much sales tax you've collected throughout the year: Manually Track Sales Tax in QuickBooks Self-Employed.

 

Get in touch with us if need further assistance in managing your sales transactions. Doing so helps us to guide you in the whole process.

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