I accidentally clicked on partial payment for an invoice. How do I undo it?

Welcome to the Community, rrcookiejar. No worries, I’ll help you resolve this so the full amount of the invoice will be posted.

QuickBooks Online (QBO) offers a handy process to reverse transactions easily in case unintentional actions happen. You can set your invoice back to a fully open status by simply deleting the partial payment you created. I’m glad to show you the steps:

1. Open your QBO account.
2. Click your Sales menu, then go to All Sales.
3. Locate the entry that has a partial payment. You can use the Filter option to narrow down the results.
4. Under the Action column, select View/Edit.

1. Click the Payment made link (example: 1 payment made ($400.00).
2. Select the Date hyperlink.
   
3. Tap More at the bottom of the Receive Payment page.
4. Choose Delete and select Yes to the prompt message. Your invoice will return to its open status after.
   

When you’re ready to record the full payment in the program, you can use this guide for complete instructions: Record invoice payments in QBO. Then, you can make a bank deposit to match your bank feeds.

Furthermore, you can run regular invoice reports to ensure your business is always on track and prepared for success.

If you need further assistance managing your transactions, please don’t hesitate to add some replies below. I’ll be right here in the corner. Take care always!

Hey rrcookiejar,

Welcome to the QuickBooks community.

Go to the customer list from the navigation panel. Search by customer name.
> Undo/delete the invoice payment you match partially.
> Go to the banking panel/Bank transaction panel. Look into the customer payment, and match the full amount. Or click on find other matches. Search by customer name/Invoice number. Click on the checkbox and hit the match button at the bottom left corner.

NB: Here has some back and forth. If you have customer credit/pay extra for a particular invoice, then you have to treat it in a different way.

I am a QuickBooks Online Advanced proAdvisor certified. Feel free to reply here if you need bookkeeping service, I am here to help you out.

Click here to know more: https://cutt.ly/E0DS7GH

Thanks,

MD WASHIM [LAST NAME REMOVED]