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EricB9378
January 31, 2024
Question

Adjusting and adding expense to invoice that was already approved by customer

  • January 31, 2024
  • 1 reply
  • 0 views

SO I'm an electrician and I made an invoice for a client, he approved it, and when I did the job I had to add $300 more to the invoice for extra parts that were needed. When I went back and edited the invoice it appears it created another invoice and has the first invoice I had done linked to this invoice. When I go to mark as payment received, a check, it shows two invoices and wants me to click one or both to apply payment received to. How do I fix this?

1 reply

R
RhoiceW
January 31, 2024

Hi there, EricB9378. Thank you for reaching out to the Community. 

 

Here in QuickBooks Online (QBO), you can delete a transaction anytime you want if there's an error or duplicate, so it doesn't affect your account. 

 

To remove the invoice here's how:

 

  1. Go to Sales, then select Invoices.
  2. Look for the invoice you want to delete.
  3. In the Action column, select the dropdown ▼, then click Delete.

 

Please know that once you delete an invoice, it's entirely removed from your QBO account. However, you can view some details of the deleted transaction in the audit log.

 

Also, you can check this article for you to be guided with detailed steps: Void or delete transactions in QuickBooks Online

 

In addition, just in case you want to learn how to personalize your form, you can check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

If you have further concerns or questions about managing your invoices, please don't hesitate to post in the Community anytime. We're always here to assist you. Take care.

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