Edit or delete a payment, and refunds

Fix a payment you recorded by mistake, or remove one after a refund. The invoice status updates by itself.

Edit a payment

1. Web: go to Transactions → Payments. App: Menu → All modules → Money → Payments received.
2. Open the payment's actions and choose Edit (app: hold the payment → Edit).
3. Change the amount, date, method or note.
4. Save.

The amount can't be more than what's still due plus this payment.

Delete a payment

1. Find the payment in the same list.
2. Choose Delete and confirm.

Deleting is immediate. There's no archive. To delete several, select them and use bulk Delete.

After you delete or change a payment, the invoice goes back to Paid, Partial paid or its earlier status (such as Sent or Viewed).

Refunds

InvoiceQuick doesn't move money back. To refund a customer:

1. Refund them where they paid: in Stripe, PayPal or your bank.
2. Delete the payment in InvoiceQuick so your records match.

Deleting a payment doesn't refund anyone, and your customer isn't told.

Good to know

• Owners and managers record, edit and delete payments.
• Payment notes are only for your team. Customers never see them.
• Every change shows in the invoice's activity log.

Payment methods you can pick

When you record a payment, choose how you were paid: CASH, Bank, Check, Debit, Credit Card, PayPal, Stripe, External, Trade, Wise, Revolut, Payoneer, Zelle, Venmo, Bank ACH Transfer, Bank SEPA Transfer, Wire Transfer, Interac or Other. For Other, type the method name.

FAQ

I recorded the payment on the wrong invoice. Delete it, then record it again on the right invoice.

Can I record one payment for several invoices? No. Each payment belongs to one invoice, so record the right amount on each invoice.

Can I delete an invoice that has payments? No. Delete its payments first, or void the invoice instead.