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accounting_guy
December 8, 2021
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Edits in an invoice already paid for

  • December 8, 2021
  • 1 reply
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Is it possible to change the name on the invoice for which payment has already been received? I have a customer who was mailed the invoice, paid for it, but they want a different name on the invoice, and they want the invoice reissued. How does one go about making the necessary changes?

Best answer by AileneA

Hey there, accounting_guy. 

 

You can edit the invoice and change the customer name to the correct one. This won't affect the invoice and payment transactions since you'll only change the customer name. Here's how to do it:  

  1. Find and open the invoice transaction.
  2. In the Invoice window, modify the customer name.
  3. Click Save and close. 

 

Just in case you apply this payment to the wrong invoice, you can check out this article to learn how to fix it: How to fix a payment applied to the wrong customer invoice. 

 

You may consider checking this reference for your future task when you're ready to assess your business financials: Reconcile an account in QuickBooks Online.  

 

Stay in touch with me if there are other things you need to manage in QuickBooks. I'm always right here to help you. Stay safe!

1 reply

A
AileneAAnswer
December 8, 2021

Hey there, accounting_guy. 

 

You can edit the invoice and change the customer name to the correct one. This won't affect the invoice and payment transactions since you'll only change the customer name. Here's how to do it:  

  1. Find and open the invoice transaction.
  2. In the Invoice window, modify the customer name.
  3. Click Save and close. 

 

Just in case you apply this payment to the wrong invoice, you can check out this article to learn how to fix it: How to fix a payment applied to the wrong customer invoice. 

 

You may consider checking this reference for your future task when you're ready to assess your business financials: Reconcile an account in QuickBooks Online.  

 

Stay in touch with me if there are other things you need to manage in QuickBooks. I'm always right here to help you. Stay safe!

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