If you mistakenly mark an invoice as paid, or if the payment for an invoice is later returned or rejected, you can manually mark the invoice as unpaid. For example, your customer’s check may bounce weeks after you initially received it.
The option to mark an invoice as unpaid is available to all paid and partially paid invoices—those you manually marked as paid, those for which you collected a payment using the system, and those your customers paid online.
Follow the steps below to mark an invoice as unpaid.
Locate the invoice you want to mark as unpaid in the Invoices table. (The invoice must have a Status of “Paid” or “Paid (partial).”)
Click the Action button, then click the “Mark as unpaid” link.
You
will be returned to the Invoices
table, a success message will appear above the table, and the
invoice will be at the top of the table with a new Status of “Unpaid.”
NOTE: When you mark a partially paid
invoice as “Unpaid” you will restore any Early
Payment Discount that was removed
by the partial payment, provided that the incentive period is still
active. When you mark an invoice as “Unpaid” after a Late Payment
Penalty trigger date, the Late
Payment Fee will be added
to the invoice.
When you view the invoice
(by clicking the linked Inv. # in
the Invoices table), and
scroll to the Invoice History section,
you’ll see the change from paid to unpaid documented, as shown below:
NOTE: If you mark an invoice as unpaid by
mistake you can always mark it as paid again. (See Marking Invoices as Paid
for instructions.)
