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Anonymous
March 20, 2019
Solved

Can I print an invoice that's been paid to show as it would have prior to payment? Because it was paid, it prints as such. Want a copy as it was sent prior to payment.

  • March 20, 2019
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by Malcolm Ziman

Just want to maintain a .pdf of the invoice as sent for basic record-keeping and to be able duplicate if needed in the future.  Also noticed that printing/previewing an invoice after it's been paid, which results in the "PAID" stamp and zero balance due shown on the invoice, doesn't indicate how the invoice was paid, e.g., "by bank transfer on date," or, "by mobile deposit on date."  This info would be of greater value to me (and potentially clients that request a copy and/or confirmation of payment) than the superfluous stamp.


@530541 wrote:

Just want to maintain a .pdf of the invoice as sent for basic record-keeping and to be able duplicate if needed in the future.  

You can duplicate by clicking More>Copy at the bottom

2 replies

john-pero
john-pero
March 20, 2019

You would have to unpay it to remove the paid stamp. You might try saving as a pdf and use a pdf editor to remove the stamp.

HoneyLynn_G
HoneyLynn_G
March 20, 2019

Welcome to the Community, @530541.

 

I can share some insights about the printing invoice in QuickBooks Online.

 

Paid and unpaid invoice have different printed views. As mentioned, you'll have to unlink the payment transaction to its invoice to remove the paid stamp:

  1. Open the payment transaction.
  2. Uncheck the invoice transaction.
  3. Click Save and close.
  4. Open the invoice transaction again and print it.

 

Automatically, there will be an unapplied payment under the customer name.  To close the invoice, follow these steps:

  1. Click the Plus icon.
  2. Choose Receive Payments.
  3. Select the customer name.
  4. Put a check mark on the invoice transaction and Unapplied Payment.
  5. Click Save & Close.

That should keep you going today, jagrre. Let me know if there's anything else you need about invoices. I'm still here to offer more help. Have a good one!

A
Anonymous
March 21, 2019

Thank you for the info.  Simplest solution was to have the client forward me a copy of the .pdf invoice as it was e-mailed.  They paid by bank transfer before I had a chance to save.  Will be sure to do that as soon as I send from now on.  I do think it should be easier to generate an invoice as sent; shouldn't have to unapply payments, print and reapply.  I also just noticed when pulling up another previously paid invoice that it prints with my new address, and not the one that was actually shown on the invoice as sent.  That could be problematic.

A
Anonymous
March 21, 2019

Hello, @530541.

 

Thanks for getting back and sharing your thoughts about the paid invoice and unapplied payments. Allow me to chime in and help share some information.

 

Yes, you're right, it would be easier if we can generate and print an invoice that'll show the prior payment. For now, we can just follow the simplest workaround. 

 

Also, the address showing on your forms will be based on the entered address on your Account and Settings page. If you've checked the Customer-facing address, the sales forms will also show the same as company address.

 

 

 

If you want to organize your unapply and apply payments and just create bank deposits instead, you can try checking out our Merchant Services. 

 

Let me know if you have other questions about printing invoices. I'll always be here to help however I can.

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