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Subject Author Date
Backing out an invoice payment Richard Evans 03-14-2007
Posted by Richard Evans on March 14, 2007, 7:28 pm
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 I'm using Quicken H&B 2005. I applied a payment to the wrong invoice
and don't know how to back it out. This happened once before and I
recall trying to delete the deposit and getting in a hell of a mess.

What is a safe way to undo a payment ot an invoice?

Posted by The Streets on March 15, 2007, 6:56 am
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> I'm using Quicken H&B 2005. I applied a payment to the wrong invoice
> and don't know how to back it out. This happened once before and I
> recall trying to delete the deposit and getting in a hell of a mess.
>
> What is a safe way to undo a payment ot an invoice?

Open the form. Click on "Receive Payment"; then "Clear Pmts"



Posted by Richard Evans on March 15, 2007, 2:39 pm
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>> I'm using Quicken H&B 2005. I applied a payment to the wrong invoice
>> and don't know how to back it out. This happened once before and I
>> recall trying to delete the deposit and getting in a hell of a mess.
>>
>> What is a safe way to undo a payment ot an invoice?
>
>Open the form. Click on "Receive Payment"; then "Clear Pmts"

"Clear Pmts" is grayed out. The "Receive Payment" window shows
payments still due, but I want to cancel a payment already made. I
don't see any way to access that payment from this window.


Posted by Richard Evans on March 15, 2007, 3:01 pm
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>
>>> I'm using Quicken H&B 2005. I applied a payment to the wrong invoice
>>> and don't know how to back it out. This happened once before and I
>>> recall trying to delete the deposit and getting in a hell of a mess.
>>>
>>> What is a safe way to undo a payment ot an invoice?
>>
>>Open the form. Click on "Receive Payment"; then "Clear Pmts"
>
>"Clear Pmts" is grayed out. The "Receive Payment" window shows
>payments still due, but I want to cancel a payment already made. I
>don't see any way to access that payment from this window.

If I open the form for the payment I want to back out, the Clear key
is grayed out. If I open a form for a payment due, the Clear key is
active. What exactly does it Clear in that context?

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