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neverstoplearning
March 15, 2022
Question

QB Desktop for Mac 2021 un-paying an invoice

  • March 15, 2022
  • 1 reply
  • 0 views

Wondering if anyone can help me find how to "un-pay" an invoice.  I generated a customer invoice then marked it paid instead of receiving a "payment" by applying a credit. (I hadn't generated a credit memo for overpayments, but let the unapplied amount float, then used that to "pay" the invoice). No, I don't know what I was thinking at the time...

Since there was no "payment" to delete or un-apply, how do I un-pay, generate a credit memo, then apply that to the invoice?

1 reply

R
Rea_M
March 17, 2022

I'll make sure your invoices are recorded and received their payments accordingly in QuickBooks Desktop (QBDT) for Mac, @neverstoplearning.

 

You'll have to delete the invoice and then recreate it to appropriately apply a credit memo. This way, you're able to pay the invoice and record its payment.

 

First, find and open the invoice, then select the Delete option. Next, recreate it through the Customers menu and select Invoices.

 

Then, go ahead and create a credit memo. Here's how:

 

  1. Go to the Customers menu and select Create Credit Memos/Refunds.
  2. To create a credit memo, click Create a Credit Memo on the left panel or click the + at the
    bottom of the list. 
  3. Enter the information for the credit memo/refund, and click Save.

 

Once you're done, apply the credit memo to your invoice.

 

Also, to further guide you in managing invoices, credit memos, and other customer and income transactions in QBDT for Mac, I'd recommend checking out this article: 

 

 

Let me know in the comments if you have other concerns about managing invoices, credit memos, and payment transactions in QBDT for Mac. I'm always ready to help. Take care, and I wish you continued success, @neverstoplearning.

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