Good to see you here in the Community. @frankdhill.
I'm here to help you undo paid invoice in QuickBooks Self Employed.
To undo the invoice, you'll need to mark as unpaid the invoice. Let me guide you how.
1. Go to the Invoices page.
2. Under Action, scroll down the View section.
3. Click Mark as unpaid.
Here's an article about expectation when sending an invoice: What Happens when you Send an Invoice.
I'm only a post away should you have any follow-up questions. Take care and have a good one.
When I do that, I do not have "mark as unpaid" as an option, only "Edit," "Duplicate," "Send," "Send Receipt," "Print," "Export as PDF," and "Delete." Please advise.
Thanks for the update and the screenshot, @frankdhill.
I pulled up my QBSE test account and created an invoice. Marked the transaction as paid, then tried using the Marked as unpaid option from the View drop-down to undo the action.
Here's a screenshot for visual reference:
Local internet file is likely the reason why the option is missing. Let's perform a few troubleshooting solutions to fix the problem.
Sometimes cache stores up in the system causing unusual behavior in the product. Accessing the program using a private window can help identify if the issue is browser-related.
Here are the keyboard shortcuts:
Once done, click the Invoices menu and look for Mark as unpaid in the View drop-down of your paid invoice. If the option is visible, go back to your regular browser and clear it's cache. Here’s an article to help with the process: Delete browser cache and temporary Internet files.
If you continue to get the same result, switch to a different browser like Firefox, Internet Explorer, Google Chrome, or Safari. The one you are currently on may be having a temporary issue with QuickBooks, and using a new browser in the meantime will allow you to get back to work.
Let me know how this goes and if you need further assistance. I'm always here to help. Have a great day!
Hi @KhimG ,
Thanks for the detailed answer. I tried all that you said and am still having the problem whether in a private window or on Safari. I did the compatibility check for Chrome and Intuit site says it is compatible. Any other thoughts?
Thanks for trying the troubleshooting steps, frankdhill.
I’ve noticed the missing Mark as unpaid option on the QBSE test account. However, it should be available on real accounts.
Since the option isn’t available on your end, I would suggest deleting and recreating your invoice. Then, use your email as the recipient, so it will not be sent to your customer.
I would also recommend contacting our Support to check this further. They might use a screen-sharing tool to take screenshots to be used in the investigation.
Just reach out to us if you have other concerns with your account.
I've been talking to support. They asked me to send a screenshot. Hope it gets resolved soon because it's a necessary feature.