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jolie_IAIG
November 14, 2024
Question

Bank Transaction auto applied to open invoices. How do I unapply the payment and reapply to the correct invoices?

  • November 14, 2024
  • 1 reply
  • 0 views
How do I unapply a customer payment that auto applied to the incorrect invoices and then reapply to the correct invoices?

    1 reply

    L
    LouiseG12
    November 14, 2024
    Thank you for reaching out, Jolie. I’m here to guide you on how to unapply the payment and correctly reapply it to the right invoices.

    To begin with, we need to unlink or delete the payment transaction so that the invoice will be tagged as Open.

    Here's how:

    1. Go to the Sales menu.
    2. Select the All Sales section.
    3. Locate the payment transaction that was auto-applied to the wrong invoice and click on it.
    4. You’ll be directed to the Received Payment page. At the bottom of this page, click on More.
    5. Choose Delete from the options provided.
    6. A prompt will appear asking, "Are you sure you want to delete this?" Click Yes to confirm.

    After you've deleted the incorrect payment, you can now create a new payment and apply it to the correct invoice:

    1. Navigate to the Sales menu and select Invoices.
    2. Open the correct invoice you want to payment apply to.
    3. Click on Receive Payment.
    4. Fill in the payment details, ensuring they match the correct invoice, and save your changes.

    For more information, you can scan this article for additional methods of correcting payments. How to fix a payment applied to the wrong customer invoice.

    Once done, you can now create a payment and apply it to the appropriate invoice. Please refer to this article for the steps. Record invoice payments in QuickBooks Online.

    The steps provided above will automatically update the status of your invoice. Don't hesitate to add a comment if you have follow-up questions. Have a lovely rest of the day!
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