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M
miwallc
January 2, 2024
Question

Can I delete a payment that was made to an invoice that was never processed?

  • January 2, 2024
  • 1 reply
  • 0 views
I received a payment over the phone for two invoices.  I entered the information to process the credit card but the payment was never deposited in my account. The payment was not rejected or declined when I processed it.  The customer called to make another payment for the invoices, but of course they are marked paid.  How do I remove the previous payments from these invoices in order to receive the new payments?  

1 reply

M
MirriamM
January 3, 2024

Hi there, miwallc.

 

Yes, you can delete a payment to an invoice that was never processed. By doing this, the invoice will automatically be opened again.

 

To delete the payment, here's how:

 

  1. In the left menu, click Sales.
  2. Choose Invoices.
  3. Locate and click the paid invoice to open.
  4. On the upper right-hand corner, click the payment made link.
  5. Tap the payment date to open the transaction.
  6. Check the box for the paid invoices you wanted to delete.
  7. Click More and select Delete. 
  8. Once prompted, choose Yes.
  9. Select Save and close.

 

For future reference, here's a great resource to help you close out your current year and prepare for the new year in QuickBooks with your accountant: Year-end guide for QuickBooks Online.

 

Feel free to place a comment anytime you need assistance with QuickBooks. I'm here to help you always. Stay safe and more power to your business!

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