Change the payment method for a bill

If you recorded a payment using the wrong payment method or account, how you correct the issue depends on where the payment is in your workflow:

  • If you already printed a check, or the bill is otherwise marked as Paid: Void the payment in the appropriate register.
  • If the payment was never recorded—for example, if the check hasn't yet been printed or if the payment requires approval: Cancel the payment request and start over.

This returns the bill to the list of bills that can be paid where you can choose a different payment method or account.

To change the default payment method for all subsequent bills from the same vendor, edit the Vendors.

Go to the register report for the account from which the payment was made. Then, void the payment from the report.

If the payment covered an entire bill, the bill returns to the list of bills under Accounts Payable. If the payment was a partial payment, the bill amount increases by the amount of the payment voided.

  1. Go to Cash Management > All > Reports > Registers and select the type of account from which the payment was made.

    You can generate register reports for banking, checking accounts, and credit card accounts.

    If you paid by check, you can also display the Check register report from the Accounts Payable menu. (Go to Accounts Payable > All > Reports > Registers > Check. )

  2. Select the report options and select View.

    • On the filter page, you can select options to narrow the transactions that you’ll see in the register report. For example, you can select the exact bank account or a range of dates.
    • Select View to display the register report.

  3. Find the payment in the register report.

    Payments that can be reversed appear with a Void link.

  4. Select Void next to the payment.

  5. Go to Accounts Payable > All > Bills > Pay bills.

  6. Select the bill for payment and choose an option from the Payment method dropdown list.
  7. Complete the bill pay process as usual.

In some cases, payment is not recorded immediately. For example, the payment might be waiting for approval or the check might not have been printed and confirmed. In this situation, you can start over by canceling the payment request. This opens the bill back up again for payment on the Pay bills page.