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WildCanadian
December 21, 2023
Question

Payment removal and transfer

  • December 21, 2023
  • 1 reply
  • 0 views

Hi, so I have a customer that had a change of scope and held off for a few months due to materials. I deleted their original invoice, and made a new invoice and tried to transfer their credit card payment from the original but ended up recording an addition payment to the value of their deposit without receiving it. This payment isn't equal to the cake of their deposit on the new invoice 😅 how do I fix this so I'm not claiming a deposit 2x and 2 invoices on the same customer. Do I delete new one and recover old one and make my edits to original? It's caused about 2500$ extra in my books that just doesn't exist. 

1 reply

J
JamesM4
December 21, 2023

Hello WildCanadian, 

 

Welcome to the QuickBooks Community. The program offers an easy-to-use platform that makes it easy to navigate and achieve your goals. I'll be happy to share more info and help steer you in the right direction. 

 

To get started, it's important to point out that reaching out to an accountant would be of best interest in order to get expert suggestions to this. I see you've mentioned that you deleted the invoice, did you also delete the payment that was attached to the invoice? If not, this could be a reason why you're seeing two payments. In order to delete one of the duplicate payments, I encourage you to check out this article here that shows you how to delete the payment. You can also delete an invoice payment directly from the invoice by opening  it and clicking on where it says "1 payment made" at the top right of the invoice. From here you can delete the payment so it's not attached to the invoice. 

 

Feel free to ask other questions. I'm here to help you achieve your QuickBooks goals. Otherwise, I wish you a great rest of the week.

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