HOW TO CHANGE PAID TO UNPAID

If it has set to paid status by mistake then what is the point of voiding or deleting it?

If I create new invoice it will have a new invoice number. 

I simply want to change the status, not raise a new invoice. 

I also don't see the point of creating new invoice numbers for reminders. Why doesn't it just send the same invoice number which is more logical? 

I've got the help that you need to get this issue sorted out, @Guy W.

To start with, you'll need to turn off the Automatically apply credits option in QuickBooks Online, so your customer's advance payment will not be applied to the current invoices. 

The Automatically apply credits feature is the reason why invoices are showing as paid since any credit on the same customer will be used to any open invoices.

To turn it off:

1. Select the Gear icon.
2. Click Account and Settings. 
3. Tap on Advanced on the left of the screen.
4. Click the Pencil icon in Automation.
5. make sure to disable the Automatically apply credits option. 
6. Click Save and select Done.

Once done, we can now delete the payment that was associated with the invoice. This way, the invoice will be marked as unpaid, and you can apply the appropriate payment.

Here's how:

1. Open your customers invoice and double click it.
2. On the Payment Status section, click the 1 payment link and tap on the Date hyperlink. 
3. Press on More.
4. Choose on Delete. 
5. Click Yes to confirm.

I'm also adding this link that you can use in managing your customer's credits in QuickBooks Online: Handle a customer credit or overpayment in QuickBooks Online.

Should you need additional assistance about this or with QuickBooks, please let me know. I'll be around for you. Take care.

Thank you for raising your concern here in the Community, @Adega.

I'll share some information about creating a refund receipt and matching it to your downloaded bank transaction.

Before we start, may I know if the refund receipt isn't showing on the Match transactions page? Please know that the refund transactions don't show up under the Received (income) bank transactions. They'll only show up if you selected a Spent (expense) transaction. 

If the refund transaction reflects as Spent in the For Review tab, you should be able to match it with the refund receipt. 

However, if the refund transaction doesn't show up in the For Review tab, you can skip the matching process. Instead, you can manually clear the transactions in your bank register. Here's how:

1. Sign in to your QuickBooks Online (QBO) account.
2. Click the Gear icon, then choose Chart of Accounts.
3. Select your bank account and click View register.
4. Find the refund transaction, then repeatedly click the box under the check mark column until a "C" appears.

Once done, you'll have to exclude the downloaded bank transaction. To do so, please follow the steps below:

1. Go to the Banking page.
2. Select the bank account you're working on.
3. In the For review tab, find the downloaded bank transaction, then put a checkmark on the box.
4. Click the Batch actions tab.
5. Select Exclude Selected. 

When you're ready to reconcile your account, you can check this article for the steps. This will help ensure your QuickBooks transactions match your bank statement.

The Community space is always here to provide you with answers to your QuickBooks questions. We always appreciate your time visiting here, @Adega.