How do I edit an invoice that's been accidentally marked paid

Thanks for dropping by the Community space, kris-gottago.

Editing your invoice status is a breeze, and I'm here to help you. Let’s go to the Invoice page to change it.

Here’s how:

1. In your QBSE company, tap the Invoices menu on the left panel.
2. From the list, choose the entry you’re working on.
3. Then, click the View drop-down under the Action column to select Mark as unpaid.

For future reference, this article provides an overview of how to customize your invoice and steps to activate the payments option: Create invoices in QuickBooks Self-Employed. 

If you have additional questions about the process, click the Reply button, and leave a comment. I’m more than glad to lend a helping hand. Enjoy the rest of the week.

I’m here to ensure you’re taken care of, @kris-gottago.

Were able to follow the steps I shared on how to edit the invoice status? Please know changing it to the correct status is my priority.

If you have any clarifications about the process, don’t hesitate to get back to this thread. I’m only a few clicks away for help.

HI,

Thank you for your help.  I don't have the mark as unpaid option on my drop down menu.  

Kristal

Thanks for keeping in touch with us here in the Community, kris-gottago.

We're unable to mark an invoice as unpaid in QuickBooks Self-Employed. This is the reason you didn't see the option. As a workaround, I recommend duplicating the invoice and deleting the paid one.

Here's how to duplicate the invoice:

1. Go to the Invoices menu.
2. Locate the paid invoice you'd like to delete.
3. Click the drop-down menu under the Action column.
4. Select Duplicate.
5. Click on Save.

Once done, let's delete the other paid invoice.

1. Go to the Invoices menu.
2. Locate the paid invoice you'd like to delete.
3. Click the drop-down menu under the Action column.
4. Select Delete.
5. Click Yes to confirm.

For your visual reference, I've attached a screenshot below.

Additionally, I've included an article that'll help you track how much sales tax you've collected throughout the year: Manually Track Sales Tax in QuickBooks Self-Employed.

Get in touch with us if need further assistance in managing your sales transactions. Doing so helps us to guide you in the whole process.

I have the same issue, can't mark invoice unpaid, did you figure it out or are you stuck waiting for the invoice to get paid ?  :)

Great workaround, but wouldn't it be easier to add the unpaid option :) 

Spoken like a real sw engineer

Only solution I've been given is to delete the invoice and create a new one with the same invoice number to replace it. As far as I can tell there is no other option.  

Yes, I got trigger happy and accidentally marked an invoice as paid before it was paid.  Seems kludgey, but I duplicated the invoice that I accidentally marked paid, and then changed its number to the one originally, and sent a copy to myself just to show that I am waiting for it (get the message "send reminder"), then deleted the original.  Kind of scary, but seems to work.  I agree with other user that it would be excellent if there was an additional "mark as unpaid" option, but c'est le quickbooks self employed.

Thank you for sharing how you make the invoice unpaid, SBPayton.

Being able to use the "Mark as Unpaid" option is very helpful. For now, the product is working as design. You can consider sending a request about this feature.

Please know that our Product Team will look into the number of requests before they implement a certain feature. Here's how you can leave feedback:
 

1. Select Assistant.
2. Type and enter "feedback" into the chatbox.
   
3. Choose Add a feature and follow the prompts to leave feedback.

I'm adding these links for future references while working on your QuickBooks account:

• Create invoices in QuickBooks Self-Employed
• Schedule C and expense categories in QuickBooks Self-Employed.

Keep in touch with me if there are other things you need in QuickBooks aside from your invoices. Just leave a comment below, and I'll get back to you.