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BeckyJo1
October 6, 2023
Question

Invoices

  • October 6, 2023
  • 1 reply
  • 0 views

Hello!  I have a client that invoices their customers.  Sometimes those orders are cancelled....how should the client handle this?  Voiding the invoice or issuing a credit memo?  Sales taxes are involved....

Thanks!

1 reply

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Ethel_A12
October 6, 2023

Welcome to the Community, @BeckyJo1.

 

I'm here to help you delete invoices in QuickBooks Online for the cancelled orders.

 

In QuickBooks Online, you can void or delete an invoice that has been cancelled. Voided or deleted transaction won't show in your books if no payment made.

 

Here's how to delete an invoice:

 

  1. Go to Sales, then select All sales.
  2. Find the invoice that you want to void or delete.
  3. In the Action column, select the dropdown ▼, then choose Void or Delete.

 

Here is an article for the detailed steps: Void or delete transactions in QuickBooks Online.

 

For future reference, you can read this article to help you categorize transactions in QuickBooks Online: Categorize online bank transactions in QuickBooks Online.

 

Don't hesitate to comment below if you have questions about managing invoices in QuickBooks Online. I'm always here to help. Have a great day.

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