Receive Payments mistake

We need to adjust the original payment to reflect the actual payment, Lance. Let's explore the options to successfully match the deposit and make sure everything is done seamlessly and correctly.

Before we proceed, could you please provide a screenshot of the prompts you receive when attempting to edit the payment? This will help me identify the issue and offer the most effective advice.

To start, we will change the recorded payment amount from $250 to $215. By aligning your records with the actual bank deposit, we ensure accuracy and reliability in your financial reporting.

Here's how:

1. Go to Customers.
2. Select Customer Center.
3. Find the customer.
4. Locate the original $250 payment and double-click to open it.
5. Change the Payment Amount from $250 to $215 and the Payment.

                                                                                           6. Save and Close.

Additionally, since you indicated that you do not wish to collect the underpayment, you can classify it as a bad debt. This way we can ensure that your invoice won't leave unpaid. You can do this by listing the bad debt as a negative line item.

Moreover, to assist you in accurately recording transactions, it’s important to ensure that QuickBooks aligns with your actual bank deposits: Record and make bank deposits in QuickBooks Desktop.

Furthermore, I'm adding this resource for future reference to help you how to add and match Bank Feeds transactions in QuickBooks Desktop: Add and match Bank Feed transactions in QuickBooks Desktop.

We are dedicated to assisting you in any way possible. If you have further questions about editing the received payments to match the deposit, please feel free to reach out. Our team is always available to help you!

@LancePacific 

Delete the $250 payment and re-receive it as $215.