hanks for reaching the Community space, @joeseph99x.
We're unable to edit the bank account information of your customer when the invoice is in the process. Though, you can void the transaction to avoid the fee.
Just a heads up, you need to do this before the cut-off time, 3:00 PM Pacific Standard Time (PST). If you've already passed it, you would need to get in touch with our Merchant Services Team. They can pull up your account in a secure environment and process the cancellation for you
To Void an invoice paid by credit card or ACH, here's how:
- Go to the Sales menu and select the Invoices tab.
- Choose the invoice you want to void the payment for.
- Click More, then select Void.
- Hit Yes, then OK.
In case you want to process a refund, here's how:
- From the invoice detail screen, select the payment made link.
- Click the date link.
- Select the Transaction processed link then choose Refund.
- Select Yes, refund my customer.
- Hit OK on the Transaction successfully refunded screen.
To learn more about this, I recommend following this article: How to void a credit card payment or process a credit card refund.
Once done, recreate the invoice then process the payment with the new bank. Just click this article for more details: Process an ACH bank transfer from a customer.
I've added these great resources that can guide you with your future task in QuickBooks:
Please know that I'm only a post away if you have any follow-up questions. Have a great weekend!
