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davidr-health
March 13, 2024
Question

I accidentally marked an invoice as paid. How do I change it back to unpaid? (QBSE)

  • March 13, 2024
  • 1 reply
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Original commenter did not share additional details

    1 reply

    AlverMarkT
    AlverMarkT
    March 13, 2024

    Hello there, David. 

     

    I’m here to assist you with handling an invoice that has been accidentally marked as paid in QuickBooks Self-Employed (QBSE).

     

    In QBSE, a paid invoice can't be changed to unpaid. However, we can still fix this by duplicating the invoice. Then, we can delete the paid invoice. I'll guide you through the process.

     

    1. In your QBSE account, go to Invoices.
    2. Click on the drop-down arrow under the ACTION column.
    3. Select Duplicate.
    4. Select the drop-down arrow for the invoice marked as paid under the ACTION column, and click on Delete. 

     

    If you need help managing sales taxes in QBSE for the products and services you sell, you can refer to this article: Manually track sales tax in QuickBooks Self-Employed. 

     

    You're always welcome in the Community if you have follow-up questions about reverting the paid invoice to unpaid in QBSE. We're committed to offering ongoing support. Take care. 

    D
    davidr-healthAuthor
    March 14, 2024

    Thank you, but this is not helpful. I've already sent the invoice to the client and they've entered it into their accounts payable system. Deleting it will mean the invoice URL doesn't work anymore and cause more confusion

    Can you please submit a feature request?

    Other versions of QBO contain this feature – why not QBSE?

     

     

      MJoy_D
      MJoy_D
      March 14, 2024

      You're welcome, David. We are happy to assist you.

       

      I'm here to share additional information about invoices in QuickBooks Self-Employed (QBSE). 

       

      I completely understand your concern about deleting the invoice and the potential confusion it may cause.  Also, I will forward your request to our team for consideration. We are continuously working to enhance and update QBSE, and we take all customer feedback into account.

       

      Additionally, I recommend you submit your feedback from within the product using the following steps:
       

      1. Go to the Assistant button from the top bar.
      2. Enter Send feedback from the chatbox.
      3. Click on Add a feature and enter your suggestion.

       

      Check this article for more information about setting up invoice preferences, creating an invoice, and process payments: Create invoices in QuickBooks Self-Employed.

       

      Once you receive their payment, here's how you can add it as a transaction to tag it as income: Manually add transactions in QuickBooks Self-Employed. 

       

      Feel free to come back if there's anything else I can help you with your invoices or anything else. I’ll be around to assist further. Enjoy the rest of the day.

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