Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 2

Under "Customers" i am seeing invoice 109 under "payment" and "invoice". "Payment" puts me in the negative as owing. How do I remove the duplicate?

I am seeing this for moost of my invoices. I can't seem to delete one because they are all linked
Solved
Best answer November 12, 2020

Best Answers
QuickBooks Team

Under "Customers" i am seeing invoice 109 under "payment" and "invoice". "Payment" puts me in the negative as owing. How do I remove the duplicate?

Welcome to the Community, usermk.
 

You can delete invoices if there's invalid duplicates in your books.
 

Here's how:
1. In the left navigation bar, go to Sales, then Customers.2. Click on a customer's display name to open their profile.3. Locate and open a duplicate transaction.

4. Hit More.

5. Press Delete.

6. Select Yes.


Now your duplicate invoice will be deleted. Repeat these steps for each incorrect record until they're all removed from QuickBooks.
 

I've included a helpful resource where you'll be able to find more information about managing invoices: Void or delete transactions
 

I'll be here to assist if there's any additional questions. Have a great day!

View solution in original post

Level 2

Under "Customers" i am seeing invoice 109 under "payment" and "invoice". "Payment" puts me in the negative as owing. How do I remove the duplicate?

Moderator

Under "Customers" i am seeing invoice 109 under "payment" and "invoice". "Payment" puts me in the negative as owing. How do I remove the duplicate?

Hello @usermk,

 

Let me help share information about how your customer's transaction is posted in the system.

 

You're on the right track. The payment will show you the negative amount in relation to the invoice with the positive one. As lone as your customer balance is zero, you've entered all the transactions correctly.

 

That being said, you can identify the balance of your customer by looking into the amounts under the New Transaction button. Here's a screenshot for your visual reference:

Additionally, I've got you this helpful article for the steps in creating a document showing all transactions you have with your customers: Create and view customer statements.

 

If you have any other questions, please let us know by leaving any comments below. Stay safe!

View solution in original post

5 Comments
QuickBooks Team

Under "Customers" i am seeing invoice 109 under "payment" and "invoice". "Payment" puts me in the negative as owing. How do I remove the duplicate?

Welcome to the Community, usermk.
 

You can delete invoices if there's invalid duplicates in your books.
 

Here's how:
1. In the left navigation bar, go to Sales, then Customers.2. Click on a customer's display name to open their profile.3. Locate and open a duplicate transaction.

4. Hit More.

5. Press Delete.

6. Select Yes.


Now your duplicate invoice will be deleted. Repeat these steps for each incorrect record until they're all removed from QuickBooks.
 

I've included a helpful resource where you'll be able to find more information about managing invoices: Void or delete transactions
 

I'll be here to assist if there's any additional questions. Have a great day!

View solution in original post

Level 2

Under "Customers" i am seeing invoice 109 under "payment" and "invoice". "Payment" puts me in the negative as owing. How do I remove the duplicate?

Level 2

Under "Customers" i am seeing invoice 109 under "payment" and "invoice". "Payment" puts me in the negative as owing. How do I remove the duplicate?

Thank you ZackE for the detailed response, super helpful. After going through and deleting all the payments, invoices showed up as overdue again. I went back into transactions and started matching incoming money with invoices. Again the invoice shows as paid, and a payment shows up as negative. I.e. Invoice $100 paid, payment -$100. is that right?

Moderator

Under "Customers" i am seeing invoice 109 under "payment" and "invoice". "Payment" puts me in the negative as owing. How do I remove the duplicate?

Hello @usermk,

 

Let me help share information about how your customer's transaction is posted in the system.

 

You're on the right track. The payment will show you the negative amount in relation to the invoice with the positive one. As lone as your customer balance is zero, you've entered all the transactions correctly.

 

That being said, you can identify the balance of your customer by looking into the amounts under the New Transaction button. Here's a screenshot for your visual reference:

Additionally, I've got you this helpful article for the steps in creating a document showing all transactions you have with your customers: Create and view customer statements.

 

If you have any other questions, please let us know by leaving any comments below. Stay safe!

View solution in original post

Level 2

Under "Customers" i am seeing invoice 109 under "payment" and "invoice". "Payment" puts me in the negative as owing. How do I remove the duplicate?

Yes, thank you both for your help. Much appreciated!

Need to get in touch?

Contact us