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February 12, 2021
Question

Removing payment

  • February 12, 2021
  • 1 reply
  • 0 views

Hello,I am new to quickbooks I have quickbooks online  and I am having trouble removing a payment from an invoice if someone could please explain how to do this

1 reply

February 12, 2021

I can show you the easy steps on how to remove payments linked to an invoice, Loji20.

 

You can follow these steps: 

 

  1. Go to the Sales menu and select All Sales.
  2. Open the invoice that was mistakenly paid. 
  3. Click the payment link then the date link at the upper-right below the PAID stamp. 
  4. In the Receive Payment page, unselect the Invoice
  5. Click Save and close. You'll be prompted to use the payment as a credit or sales receipt and select your preference.
  6. Confirm the action.

The payment will show as unapplied where you can use it to pay the customer's future invoices. If you want to delete the payment instead, just click the More menu at the bottom of the Receive Payment page and then Delete.

 

For more details in handling customer payments, you can use these links: 

 

I'm just here if you have other questions. Take care and have a great day!