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Under "Customers" i am seeing invoice 109 under "payment" and "invoice". "Payment" puts me in the negative as owing. How do I remove the duplicate?

Forum|Forum|5 years ago
November 12, 2020
1 reply
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I am seeing this for moost of my invoices. I can't seem to delete one because they are all linked

QuickBooks Online

Best answer by rvrfrf

Welcome to the Community, usermk.

You can delete invoices if there's invalid duplicates in your books.

Here's how:
1. In the left navigation bar, go to Sales, then Customers.2. Click on a customer's display name to open their profile.3. Locate and open a duplicate transaction.

4. Hit More.

5. Press Delete.

6. Select Yes.

Now your duplicate invoice will be deleted. Repeat these steps for each incorrect record until they're all removed from QuickBooks.

I've included a helpful resource where you'll be able to find more information about managing invoices: Void or delete transactions

I'll be here to assist if there's any additional questions. Have a great day!

R

rvrfrfAnswer

Welcome to the Community, usermk.

You can delete invoices if there's invalid duplicates in your books.

Here's how:
1. In the left navigation bar, go to Sales, then Customers.2. Click on a customer's display name to open their profile.3. Locate and open a duplicate transaction.

4. Hit More.

5. Press Delete.

6. Select Yes.

Now your duplicate invoice will be deleted. Repeat these steps for each incorrect record until they're all removed from QuickBooks.

I've included a helpful resource where you'll be able to find more information about managing invoices: Void or delete transactions

I'll be here to assist if there's any additional questions. Have a great day!

U

usermkAuthor

Thank you ZackE for the detailed response, super helpful. After going through and deleting all the payments, invoices showed up as overdue again. I went back into transactions and started matching incoming money with invoices. Again the invoice shows as paid, and a payment shows up as negative. I.e. Invoice $100 paid, payment -$100. is that right?

J

JonpriL

Hello @usermk,

Let me help share information about how your customer's transaction is posted in the system.

You're on the right track. The payment will show you the negative amount in relation to the invoice with the positive one. As lone as your customer balance is zero, you've entered all the transactions correctly.

That being said, you can identify the balance of your customer by looking into the amounts under the New Transaction button. Here's a screenshot for your visual reference:

Additionally, I've got you this helpful article for the steps in creating a document showing all transactions you have with your customers: Create and view customer statements.

If you have any other questions, please let us know by leaving any comments below. Stay safe!

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