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Sep 21, 2020 12:55 PM UTC
Question

I MATCHED PAYMENT RECEIDVED WRONG TO THE WRONG CUSTOMER. NOW I DELETED THE INVOICE!! DO I MAKE OUT NEW INVOICES FOR BOTH CUSTOMERS? HELP PLEASE?

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1 reply

Sep 21, 2020 2:55 PM UTC

Hello @danielle-fixitcc,

 

Payments posted into the wrong invoice needs to be deleted so it won't mess up with your customer's balance. Let me help share information on how you can post the payment into the correct customers' balance.

 

To start with, you'll have to recreate the deleted invoice since you're still waiting for the correct payment. To do so, here's a link you can visit for reference: Use the audit log to re-enter deleted transactions.

 

Now for the other customer, you'll only need to create an invoice if you originally created one. If not, enter a sales receipt for the payment from this customer: Create and send a sales receipt.

 

Lastly, I've got you this helpful article in case you need steps in creating a summary of the invoices and payments made by your customer: Create and view customer statements.

 

Stay safe and comment below or post again if you have any other questions. I'll be here to lend a hand.