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Level 1

I marked an invoice paid, but it hasn't been paid. How can I edit this invoice to show that it has not yet been paid?

I can't seem to edit the invoice once it was erroneously marked "paid". Any suggestions?

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Best answer September 26, 2019

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QuickBooks Team

I marked an invoice paid, but it hasn't been paid. How can I edit this invoice to show that it has not yet been paid?

Let's correct the invoice that was mistakenly marked as paid, donna.

 

You can easily clear the payment from the invoice page. Check the following steps:

 

  1. Go to Sales from the left menu and then tap on Invoice.
  2. Open the invoice and click the payment link below the Payment Status Paid in the upper right corner.
  3. Then, the date link on when the payment was applied.
  4. On the Receive Payment page, click the Clear Payment button.
  5. Hit Save and new button once done.

It will now revert to unpaid status. See this article for more information about recording a payment if the customer was issued an invoice: Record a customer payment.

 

Let me know if you have follow-up question about your invoice status or if you have any other concerns, by leaving a comment below. I'm always here to assist. Have a wonderful week. 

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Highlighted
QuickBooks Team

I marked an invoice paid, but it hasn't been paid. How can I edit this invoice to show that it has not yet been paid?

Let's correct the invoice that was mistakenly marked as paid, donna.

 

You can easily clear the payment from the invoice page. Check the following steps:

 

  1. Go to Sales from the left menu and then tap on Invoice.
  2. Open the invoice and click the payment link below the Payment Status Paid in the upper right corner.
  3. Then, the date link on when the payment was applied.
  4. On the Receive Payment page, click the Clear Payment button.
  5. Hit Save and new button once done.

It will now revert to unpaid status. See this article for more information about recording a payment if the customer was issued an invoice: Record a customer payment.

 

Let me know if you have follow-up question about your invoice status or if you have any other concerns, by leaving a comment below. I'm always here to assist. Have a wonderful week. 

View solution in original post

Highlighted
Level 1

I marked an invoice paid, but it hasn't been paid. How can I edit this invoice to show that it has not yet been paid?

Does the cleared invoice payment on the deposit need to be corrected immediately or can you close that form and perform the same transactions on a different deposit prior to either deposit being corrected... (My audit found that two invoices were involved in an input error... unfortunately the first error wasn't corrected before the second deposit compounded the incorrect invoice payment reference).  I hope this makes some sense.  I'm just not sure how much flexibility there is in the deposit detail prior to reconciliation of the bank statement.

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Moderator

I marked an invoice paid, but it hasn't been paid. How can I edit this invoice to show that it has not yet been paid?

Thanks for joining this conversation, @dottiekofteam.

 

Either of the two will work in QuickBooks Online (QBO). All you need to do is to locate that specific payment in the Sales menu or Deposit Detail report to unlink it. This will make the invoice open or unpaid, and the payment will become a credit that you can apply to the correct one.

 

Here's how to do it through the Deposit Detail report:

 

  1. In QBO, go to the Reports menu at the left pane to get to the Standard reports page.
  2. In the search field, type Deposit Detail, then select it in the drop-down to open. 
  3. Locate and click the payment to open the transaction.
  4. On the Receive Payment page, tick the Clear Payment button. 
  5. Hit Save and close to complete.

 

Once done, you can now apply the credit/unapplied payment to the correct invoice. Here's how:

 

  1. Go to the + New option at the top left to Receive Payment
  2. Select the customer's name in the drop-down.
  3. Choose the invoice in the Outstanding Transaction section and the unapplied payment in the Credit section.
  4. Hit Save and close to complete.

 

To learn more about receiving and categorising invoice payments in QBO, I suggest checking out this article: Record invoice payments.

 

If you want to know more about credits/unapplied payments, please refer to this article: What's Unapplied Cash Payment?

 

After that, you can now proceed with reconciling your account.

 

Please leave a comment in this thread if you have any other questions or concerns. I'm always here to help. Have a good one!