If an invoice was paid with a credit card in error (wrong payment method, wrong card, etc.), follow these steps to correct it properly.
✅ Correct Process
1️⃣ Refund the credit card payment
Open the invoice and issue a refund for the credit card payment.
This returns the funds to the customer.
2️⃣ Void the invoice
After refunding the payment, void the invoice.
This clears the original transaction cleanly from reporting.
3️⃣ Recreate the invoice
Create a new invoice for the same amount.
Mark it as Sent
Have the customer pay using the correct payment method
Why Not Just Edit the Original Invoice?
Editing paid invoices can create confusion in reporting and reconciliation — especially with Stripe and QBO Sync involved.
Refund → Void → Recreate keeps:
Payment records clean
Reporting accurate
Sync aligned