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mulge
Oct 31, 2024 8:49 AM UTC
Solved

Hi, I just accidentally created an invoice from a quote by mistake, is there a way to undo please?

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mulgeAnswer
Oct 31, 2024 10:19 AM UTC

That's brilliant, thanks very much, really appreciate your help.

 

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3 replies

JoanaC
Oct 31, 2024 10:10 AM UTC

I'm glad to assist you in undoing the accidentally created invoice, @mulge.

 

We can swiftly delete the invoice and update the quote status from accepted to pending to be corrected. Follow these steps: 
 

To delete the invoice:

 

  1. Find the created invoice link to the quote.
  2. Click More on the bottom panel.
  3. Hit Delete.

 

To edit the quote:

 

  1. Find the quote.
  2. Below the Customer name, click the dropdown arrow.
  3. Select Pending.
  4. Hit Save and Close.

 

If you're interested in personalizing your invoices, check out this article: Customise your sales templates in QuickBooks Online.

 

I'm here to help if you have further questions about your quotes. The Community is available 24/7 to assist you. Have a wonderful day, and take care.

mulgeAuthorAnswer
Oct 31, 2024 10:19 AM UTC

That's brilliant, thanks very much, really appreciate your help.

 

Nicole_N
Nicole_N
Oct 31, 2024 10:40 AM UTC

You're welcome, @mulge.

 

We're glad to know that the resolution provided by my peer above helped you with your concern.

 

If you have further questions regarding user permissions or any other QuickBooks-related concerns, never hesitate to leave a reply below. We'll be available 24/7 to provide the assistance you need. 

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