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motherlodelockan
Level 1

Old paid invoices are showing up as unpaid... WTF!?

 
2 Comments 2
Rubielyn_J
QuickBooks Team

Old paid invoices are showing up as unpaid... WTF!?

I've got some insights about unpaid invoices and how we can take care of this, @motherlodelockan

 

To begin, let's review the applied payment to all the invoices in QuickBooks Online (QBO). We need to ensure that the Receive Payment transaction is linked to the invoice. If not, we can delete this and apply the payment to the right one.

 

Here's how:

 

  1. Go to the Sales menu from the left menu.
  2. Select Invoices, and choose the invoice to open it. 
  3. Under Payment Status, click the 1 payment link and click on the Date hyperlink.
  4. Choose the More tab and choose click Delete.
  5. Select Yes to confirm.

 

Then, enter the payment again to the correct invoice. For your reference, simply follow the steps and details in this article: Record an invoice payment.

 

If the invoice payment is recorded through Bank Deposit instead of Receive Payment, we need to link them to an invoice. Doing so will mark the transaction as paid. You may refer to this resource as your guide: How to link a deposit to an invoice.

 

Otherwise, we can use the Audit Log to check if someone made some changes. Let me guide you how:

 

  1. Go to the Gear icon, and then select Audit Log under the Tools section.
  2. Choose the Filter drop-down, and then select All Users under the User drop-down.
  3. Click the correct date filter (preferably All Dates). 
  4. Hover down to the Events section, and then review the Transactions box.
  5. Choose All Transactions under the Show drop-down.
  6. Click Apply

 

Additionally, I've got a link here that provides you with articles about managing customer payments: Manage payments

 

Please know that I'm just a post away if you need a hand managing customer transactions in QuickBooks. Wishing you and your business continued success. 

Rubielyn_J
QuickBooks Team

Old paid invoices are showing up as unpaid... WTF!?

Hi, @motherlodelockan.

 

Hope you’re doing great. I wanted to see how everything is going about the invoices concern 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!

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