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gans
Level 2

How do I undo a receved payment. The help page said something ahout opening the invoice and going to history. There is no history option on the invoice page.

 
5 Comments 5
MaryLandT
Moderator

How do I undo a receved payment. The help page said something ahout opening the invoice and going to history. There is no history option on the invoice page.

Let me provide the steps on how to undo the recorded payment, gans.

 

There's another way to remove the invoice payment you've made in QuickBooks Online. And, I'm glad to show you how:

  1. Go to Sales, then select All Sales.
  2. From the Type column, select the payment you want to undo.
  3. Select More at the bottom of the page, then Delete.

 

For a Stamped payment:

  1. Go to Sales, then select All Sales.
  2. Filter the type of transaction for Money received, then select Apply.
  3. Select the payment you want to undo.
  4. Select Cancel the payment supplement.
  5. The payment has been voided.

For an Unstamped payment

  1. Go to Sales, then select All Sales.
  2. Filter the type of transaction for Money received, then select Apply.
  3. Select the payment you want to undo.
  4. Select More, then Delete.
  5. The payment has been deleted.

If you need to enter the payment, check this link for instructions and detailed steps: Record invoice payments in QuickBooks Online.

 

Also, please know that any activities made to your account are recorded in QuickBooks. You can use the Audit log tool to keep track of the changes.

 

Stay in touch with me if you have other concerns. Just leave a comment below, and I'll get back to you.

gans
Level 2

How do I undo a receved payment. The help page said something ahout opening the invoice and going to history. There is no history option on the invoice page.

I did steps. 

For one of the customers, the delete 'receive payment' part worked properly. and the invoice and the unapplied payment was left untouched and I could apply the correct one.
For the other, I think I did the same thing. But it seems to have deleted the payment(s) altogether.
I can see in the audit log that 3 payments are deleted. 
The corresponding bank account shows lesser amount by those 3. And the customer account which had zero dues, shows the deleted payment amounts as due.

If I can see an action in the audit log, can I undo the same? First things first, undo the payment delete that has happened, and then deal with the 'receive payment' part?

SarahannC
Moderator

How do I undo a receved payment. The help page said something ahout opening the invoice and going to history. There is no history option on the invoice page.

Hello there, gans.

 

I appreciate you for following the recommendation shared by my colleague above. For the invoice and the unapplied payment, you can link them by following the steps below:

 

  1. Go to Sales on the left panel.
  2. In the Customers tab, locate the name of the customer and click Receive Payment.
  3. Put a check-mark in the Check under the Outstanding Transactions section.
  4. Then, click Save and Close.

 

Also, since you've tried looking for the deleted payments and figured out that we may have deleted the payments altogether, you'll need to recreate the part of the payment that needs to exist for an invoice.

 

You can check this article for more details: Unapplied cash payment income on your profit and loss

 

Let me know if you have other questions or need further clarification. Take care and stay safe always.

gans
Level 2

How do I undo a receved payment. The help page said something ahout opening the invoice and going to history. There is no history option on the invoice page.

That was useful. I understand from above that I need to recreate the Payment. 
Under the new option, I don't see anything that says create Payment. The closest named thing is new Receive Payment, but that is for matching invoice to payment.
What am I missing?

Which menu option do I use to create an entry of type 'Payment'?

JessT
QuickBooks Team

How do I undo a receved payment. The help page said something ahout opening the invoice and going to history. There is no history option on the invoice page.

Hi gans,

 

Thank you for taking the time to post today!

 

From what I'm getting, you deleted a payment and ended up deleting 3 payments instead. Thus, you want to undelete these three. The answer to this is you're unable to undelete them. Therefore, you'll want to recreate them like you're receiving invoice payments. Open the unpaid invoices and mark them as paid. That will do it.

 

If you need more help, you can always go back to this thread. Have a good one!