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A
arkvalleyinfo
October 16, 2018
Question

Deleting a customer payment

  • October 16, 2018
  • 1 reply
  • 0 views

I have received payments from a customer whom pays multiple invoices once per month, I need to delete these payments and re-enter them ticking manually the invoices actually paid, how do i do this?

    1 reply

    IntuitHeidi
    IntuitHeidi
    October 16, 2018

    Hi julianatterton!  Yes, we can Delete a Customer Payment, then re-apply that to specific Invoices.  To do that just click on:

    1.  Customers and click on the Customer

    2.  Here you will see all the Payments and you can click on Payment, and down at the bottom of the Payment is More, then click on Delete (see pic 1).

    3.  Now you can click on Create (+) and Receive Payment (see pic 2)

    4.  Then enter your Customer's name, enter the Bank where it is being Deposited, Enter the Check Details and Amount and check off all Invoices you want the Payment to apply.

    Please let me know if that helps, and thank you for being a QuickBooks Online Customer!

    A
    arkvalleyinfoAuthor
    October 16, 2018
    How do I do this with QuickBooks 2015 Professional? These steps are nowhere to be found
    B
    bigresources
    April 15, 2019

    The steps outlined above is right but if it is not available, you need to indicate the version of QuickBooks you are using.

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