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amydbreslow
Level 1

I accidentally marked an invoice as paid. How can I undo it?

 
Solved
Best answer June 20, 2021

Best Answers
Charies_M
Moderator

I accidentally marked an invoice as paid. How can I undo it?

Welcome to the Community, amydbreslow.

 

In QuickBooks Self-Employed (QBSE), once an invoice is marked as paid, there isn't a way to undo it. Thus, you'll need to delete the invoice and recreate it.

 

Here's how to delete the paid invoice:

  1. Go to the Invoices menu.
  2. Find the invoice.
  3. Select the small arrow icon in the Action column.
  4. Click  Delete.

 

All you need to know about managing invoices can be found in this article: Create invoices in QuickBooks Self-Employed.

 

Also, let me share these easy-to-access articles, webinars, and video tutorials that will help you in familiarizing the different tasks, features, and functions of QBSE. Below are the following:

The Community is always open if you have other questions while working on invoices. I'll be around to help. Wishing you a great day ahead!

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5 Comments 5
Charies_M
Moderator

I accidentally marked an invoice as paid. How can I undo it?

Welcome to the Community, amydbreslow.

 

In QuickBooks Self-Employed (QBSE), once an invoice is marked as paid, there isn't a way to undo it. Thus, you'll need to delete the invoice and recreate it.

 

Here's how to delete the paid invoice:

  1. Go to the Invoices menu.
  2. Find the invoice.
  3. Select the small arrow icon in the Action column.
  4. Click  Delete.

 

All you need to know about managing invoices can be found in this article: Create invoices in QuickBooks Self-Employed.

 

Also, let me share these easy-to-access articles, webinars, and video tutorials that will help you in familiarizing the different tasks, features, and functions of QBSE. Below are the following:

The Community is always open if you have other questions while working on invoices. I'll be around to help. Wishing you a great day ahead!

Charies_M
Moderator

I accidentally marked an invoice as paid. How can I undo it?

Hi, amydbreslow.


Hope you’re doing great. I wanted to see how everything is going about trying to undo an invoice marked as paid that you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.


Looking forward to your reply. Have a pleasant day ahead!

amydbreslow
Level 1

I accidentally marked an invoice as paid. How can I undo it?

I did get this question answered! Thank you! 

januspharmaconsulting
Level 1

I accidentally marked an invoice as paid. How can I undo it?

Hi 

Just want to check - 

I marked an invoice as paid, however it hasn't been paid yet. If I do as suggested and delete it, do I have to generate the invoice again? How can I undo 'mark as paid' without deleting the invoice? 

Thanks

Jan

 

JFKCompanies
Level 1

I accidentally marked an invoice as paid. How can I undo it?

Not sure if in 2021 this wasn't an option or if it's limited to a certain tier of QBO.

I am using QBO Advanced and if I follow these steps then I can clear a payment from an invoice without having to recreate it. 

1. Go to customer transactions 

2. Filter by invoices and paid (Choose a date range if you like)

3. Click on the row associated with the invoice 

4. On the right hand side it will show you the history associated with the payment

5. Click on the payment# associated with the transaction (This will pull up the receive payments transaction)

6. On the bottom right hand side of the transactions click on "Clear payment" 

7. Then click "Save and Close"

Cheers

 

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