If a customer's check bounces after a payment was recorded, you can restore the invoice to unpaid status by deleting the recorded payment. This does not delete the invoice itself, only the payment record attached to it.


How to Mark an Invoice as Unpaid After a Bounced Check

  1. Open the customer's account and locate the invoice.
  2. Click the invoice number to open and edit the invoice.
  3. Scroll down to the Recorded Payment section on the left side of the screen.
  4. Click the red trash can icon next to the recorded payment.
  5. Confirm the deletion. The payment will be removed and the invoice will return to Unpaid status.

Notes:

  • Deleting the payment does not delete the invoice. The invoice remains in the system with its original line items and total.
  • After restoring the invoice to unpaid, you can re-record a payment once the customer resolves the bounced check.
  • If you have trouble locating the trash can icon, make sure you are scrolled to the payment area on the left side of the invoice edit screen.