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kirstenleising-y
February 2, 2024
Question

Can I back out a sales receipt? mistakenly both a sales receipt & invoice were created for a single deposit/payment & looks like we were paid twice

  • February 2, 2024
  • 1 reply
  • 0 views
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1 reply

S
SheandL
February 2, 2024

I'd be pleased to share some insights on how to back out sales receipts in QuickBooks Online, kirsten.

 

If you have already collected the payment or deposit for the invoice, it is advisable to remove the identical sales receipts to prevent the possibility of generating duplicate sales amounts.

 

  1. Go to Sales, then select All sales.
  2. Find the sales receipts that you want to void or delete.
  3. In the Action column, select the dropdown, then select Delete.

 

Moreover, if they already paid you can void or refund a customer's payment since they've paid you twice. Before we can proceed on how to do so, let me share some guidelines on when you can do it. 

 

  • Payment transactions batch at 3:00 PM PT every business day. If you void it before the payments get processed you won't pay a fee. 
  • If the payment transaction has already batched, you'll need to refund your customer. You can refund them the whole amount or refund specific products, services, or fees. Also, there are already fees for refund transactions.

 

You can visit this article if you want to learn how to receive and record customer-based payments: Record invoice payments in QuickBooks Online.

 

We're all here to assist you if you have other concerns regarding backing out sales receipts in QBO. The Community space is always here to assist you.

K
kirstenleising-yAuthor
February 2, 2024

Sorry! Luckily we didn’t actually pay them twice. The sales receipt one is still sitting in “waiting room” on QBO checking and shows as an uncleared transaction. This happened in 2021 before my time with this company. I don't actually use sales receipts, so I'm not sure what to do. The invoice was paid so A/R is fine.

Thanks!

M
MAnneJ
February 3, 2024

Thanks for coming back to the thread, @kirstenleising-y. 

Sales receipt can be voided or deleted in QBO. If you want to void/delete the uncleared transaction, I'd suggest going to the bank register and edit the transaction.

 

Here's how: 

 

  1. Click the Gear icon, then select Chart of accounts. 
  2. In the Bank Register page, select the Sales Receipt and then press Edit. 
  3. In the Sales Receipt page, click More, and select whether to Void or Delete. 
  4. Once done, hit Save. 

Also, you may filter the Date (from and to) to specify the transactions that needs to be deleted. 

 

Screenshot is added for visual reference. 


 

However, if this option isn't showing on your end, we recommend contacting our Payment Support team to help you void the sales receipt from the QuickBooks Checking account. This way, it won't overstate your profit.

 

In addition, I've added this article for your reference on how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
 

Feel free to go back to this thread should you need additional assistance in managing your sales forms in QBO. Have a great day ahead. 

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