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dcollins1
August 14, 2021
Solved

How can you assign a customer to a sales receipt after the charge for the sales receipt has already been processed?

  • August 14, 2021
  • 1 reply
  • 0 views
Although it processed the charge under the correct name, I accidently left the Customer field blank and now it won't let me add it so that the Sales Receipt appears in the clients history.
Best answer by jamespaul

Hello, dcollins1. 

 

Thanks for getting back to us. I'll hop aboard to help you assign a sales receipt under the correct customer profile. 

 

QuickBooks actually locks the sales receipt after processing it successfully. However, one way to bypass this is to delete and recreate the sales receipt. Then, tag the correct customer on the new sales receipt. 

 

To delete it, simply open it then click the More button. Hit Delete to proceed with the deletion. Take note of the details before doing this to ensure the information is correct on the new sales receipt. 

 

 

Finally, recreate the sales receipt under the correct customer profile. 

 

Deleting won't refund the customer's payment. We are just making corrections to the original transaction. 

 

If you need to take care of your bank transactions, you can check this article for a guide: Categorize and match online bank transactions in QuickBooks Online. 

 

Do you have more questions about your Merchant Services transactions or any other processes in QuickBooks? Lay down the details below and I'll help you out. 

1 reply

Adrian_A
Adrian_A
August 14, 2021

Good day, dcollins1.

 

I know a way on how you can add a customer's name on the created sales receipt. You will know that the transaction has no customer associated when it is labeled as undefined on the CUSTOMER column. Let me guide you how:

 

  1. From the Sales tab, select All Sales.
  2. You can Filter the dates as to when it was created.
  3. Locate and select the sales receipt.
  4. Enter a Customer.
  5. Click Save and close.

 

I've also added this reference to know what report is needed to track the items you sell: Use reports to see your sales and inventory status.

 

This should get you moving, dcollins1. Let me know if there's anything that I can help. I'm just a post-away to lend a hand. Keep safe!

D
dcollins1Author
August 15, 2021

Adrian_A,

Thank you for your advise. That was actually the first thing I tried. Unfortunately, this was the response from QuickBooks Online.

This credit card transaction has already been processed through your merchant account, so you can't change the customer, amount, payment method or credit card information. However, if the transaction hasn't already settled, you can refund the payment and save the transaction with different information.

I just don't understand why I can't fill in the Customer ID in order to link this sale to this customer when their name and all their information is correct on the rest of the Sales Receipt and with Merchant Services. Do you have any other thoughts on this?

Thank you, 

dcollins1

J
jamespaulAnswer
August 15, 2021

Hello, dcollins1. 

 

Thanks for getting back to us. I'll hop aboard to help you assign a sales receipt under the correct customer profile. 

 

QuickBooks actually locks the sales receipt after processing it successfully. However, one way to bypass this is to delete and recreate the sales receipt. Then, tag the correct customer on the new sales receipt. 

 

To delete it, simply open it then click the More button. Hit Delete to proceed with the deletion. Take note of the details before doing this to ensure the information is correct on the new sales receipt. 

 

 

Finally, recreate the sales receipt under the correct customer profile. 

 

Deleting won't refund the customer's payment. We are just making corrections to the original transaction. 

 

If you need to take care of your bank transactions, you can check this article for a guide: Categorize and match online bank transactions in QuickBooks Online. 

 

Do you have more questions about your Merchant Services transactions or any other processes in QuickBooks? Lay down the details below and I'll help you out. 

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