Wondering if you might help me with this one. I applied payment to May (so it says 'paid' on the invoice), but the client claims the payment goes to June, leaving May unpaid. How do i undo a payment? Also, I have some accounts where I've accidentally applied credits to them and I don't know how to undo those.
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Open the payment – it's easiest to press Ctrl/F to use Find. Then just unclick the invoice you applied it to and click the invoice you want to apply it to.
For credits, go to the invoice you applied it to. If you don't know, open the credit memo and select History at the top. Click on the invoice, select Apply Credits, and uncheck the previously applied credit(s). Then go to the invoice you want to apply the credit to and click Apply Credits.
This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.
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