cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

If an invoice has already been paid for and you change the name of the customer, the invoice no longer shows paid and goes back to being unpaid in the system.

 
3 Comments
Highlighted
Moderator

If an invoice has already been paid for and you change the name of the customer, the invoice no longer shows paid and goes back to being unpaid in the system.

Hey there, @hotpointslightin. Happy to provide some insight into what's happening when you change the name of a customer on an Invoice.

 

Once you change the name of a customer on an Invoice in QuickBooks Online, the payment associated with it also needs the name changed. Here's how:

 

  1. Go to Sales from the left menu and select Customers.
  2. Look for the name of the customer on the original invoice and click it.
  3. Under the Transaction List tab, find the Payment showing the same amount as the invoice and select it. The payment’s status should be Unapplied.
  4. On the Receive Payment screen, change the customer on the drop-down to the one you have on the invoice.
  5. Click Yes on the pop-up. 
  6. Select the original invoice on the Outstanding Transactions screen. 
  7. Hit Save and close.

 

That's it! If you'd like to find out more about all of the cool features in QuickBooks Online, I recommend checking out our Tutorials page. It's jam-packed full of videos that will help you use QBO with ease.

 

Let me know if you have any other questions by hitting the Reply button below. I'll be here for you.

Highlighted
Level 1

If an invoice has already been paid for and you change the name of the customer, the invoice no longer shows paid and goes back to being unpaid in the system.

Thanks for the info. Certainly helps. Seems to me like this is something Quickbooks should do automatically.

Highlighted
Level 1

If an invoice has already been paid for and you change the name of the customer, the invoice no longer shows paid and goes back to being unpaid in the system.

 

Need to get in touch?

Contact us