Hello, PalletMikeB.
I appreciate for following the steps shared by my colleagues above. The reason you need to create a new invoice is to record the rejected payment. Once done, you'll need to move the original payment to the invoice just created.
Since the payment didn’t go through, you need to remove it from the original invoice. To keep your books accurate, move the failed payment to the new invoice.
- Open the invoice that has the rejected bank transfer payment.
- Select the Payment link to open the rejected payment.
- Uncheck the original invoice, then select the new one you created in step 3.
- Choose Save and close.
For detailed steps, please check out this article: Handle a rejected or failed bank transfer payment.
Keep me posted if you have other questions about managing your transactions in QuickBooks. I'll be here to assist you again. Have a nice day ahead.
