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JohnNinjo
May 4, 2024

Invoice and payment have wrong date.

  • May 4, 2024
  • 1 reply
  • 0 views

I've just re-opened an invoice I sent out in March which as been partially paid.

Both the date of the invoice and the information informing me of the payment being made both refer to March 2023. But the invoice was created and paid for in March 2024. See attached file for clarification.

Is this a bug or is it possible to somehow achieve this by mistake?!

 

 

 

 

    1 reply

    I
    IrishNinoJ
    May 6, 2024

    You can manually correct the invoice date, John. Let me guide you through the process.

     

    Here's how: 

    1. Go to Sales and select the Invoices tab.
    2. Locate the invoice and click Edit.
    3. Change the Invoice date.
    4. Click Save and close.

     

    Also, you can check the Audit log to see who made the changes to this account. Here's how:

     

    1. Click the Gear icon.
    2. Under Tools, select Audit log.
    3. Make the necessary filter to narrow down the result.
    4. Then review the details from the result.
    5. If you see any activity that links to the update of your account, select View under History to see the details.

     

    In addition, you can check out this article to learn how to personalize and add specific info to your sales forms. Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    I'll keep an eye out for your reply. If you have further questions about managing your invoices or any QuickBooks-related concerns, feel free to include them in the comments. We're here to assist you 24/7.

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