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sorebbe
Level 1

How do i remove a mistaken payment from a customer's invoice? I accidentally hit the paid button and I can't remove the payment.

 
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QuickBooks Team
QuickBooks Team

How do i remove a mistaken payment from a customer's invoice? I accidentally hit the paid button and I can't remove the payment.

Let me provide the steps on how to undo the recorded invoice payment, sorebbe. 

 

We can unlink or delete the payment transaction for the invoice to be tagged as Open. Then, create again a receive payment and link to the correct invoice. Here's how to delete the payment:['];[pppp

  1. Click the Sales menu.
  2. Go to the All Sales section. 
  3. Find the payment transaction. Then, click it.
  4. You'll be routed in the Received Payment page.
  5. Click More at the bottom and choose Delete.
  6. You'll be prompted with Are you sure you want to delete this? hit Yes.

 

Once done, you can now create a payment and apply it to the correct invoice. Please check this article to see the steps: Record invoice payments in QuickBooks Online. If you received payment against the wrong invoice and now want to apply it to the correct one, you can either create a journal entry or apply the payment to the correct invoice. You can check out the How to fix a payment applied to the wrong customer invoice article for the steps.

 

To show all your invoice payments, just run the Invoices and Received Payments report. Here's how:

  1. Click Reports from the left menu.
  2. Search for the Invoices and Received Payments report.
  3. Select the reporting period you want to show.
  4. Tap Run report.

 

To learn more about processing customer payments, visit our Manage payments page. From there you'll see payments related articles.

 

Keep in touch with us if you need a hand with customizing customer reports or any QuickBooks-related. Just leave a comment below and I'll be sure to answer them. Have a great day. 

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