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SmartTe
June 29, 2023
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How do I cancel invoice to offset invoice sent with errors? If I void the invoice, can I send them the copy of the voided invoice as a pdf?

  • June 29, 2023
  • 1 reply
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The client needs me to make some changes to an invoice, and has requested that I submit a cancel invoice. If I void the invoice in quickbooks, can I send them a pdf of the voided invoice as a "cancel invoice"?
    Best answer by SMAARTCompany
    1. How do I cancel an invoice to offset an invoice sent with errors? To cancel an invoice in QuickBooks, follow these steps:
    • Open QuickBooks and go to the Sales or Invoices section.
    • Locate the invoice you want to cancel.
    • Select the invoice and choose the "Void" option. This will void the invoice and mark it as canceled.
    • QuickBooks will update your accounts to reflect the cancellation, reversing any impact the original invoice had on your financial records.

    1. If I void the invoice, can I send them a copy of the voided invoice as a PDF? Yes, you can send a copy of the voided invoice as a PDF to your client. After voiding the invoice in QuickBooks, you can typically choose the option to print or save the voided invoice as a PDF. This PDF copy can be shared with your client to provide them with a record of the canceled invoice.

    2. The client needs me to make changes to an invoice and has requested that I submit a cancel invoice. If I void the invoice in QuickBooks, can I send them a PDF of the voided invoice as a "cancel invoice"? While it is common for clients to refer to a canceled or voided invoice as a "cancel invoice," it's important to clarify the terminology to ensure understanding. Voiding an invoice in QuickBooks signifies that the original invoice is no longer valid, but it may not explicitly convey the changes requested by your client.

    In this case, it would be best to follow the steps mentioned earlier:

    • Void the original invoice in QuickBooks to cancel it.
    • Create a revised invoice with the requested changes.
    • Save the revised invoice as a PDF.
    • Send the PDF of the revised invoice to your client, explaining that the voided invoice has been replaced with an updated version.

    1 reply

    SMAARTCompany
    SMAARTCompanyAnswer
    June 29, 2023
    1. How do I cancel an invoice to offset an invoice sent with errors? To cancel an invoice in QuickBooks, follow these steps:
    • Open QuickBooks and go to the Sales or Invoices section.
    • Locate the invoice you want to cancel.
    • Select the invoice and choose the "Void" option. This will void the invoice and mark it as canceled.
    • QuickBooks will update your accounts to reflect the cancellation, reversing any impact the original invoice had on your financial records.

    1. If I void the invoice, can I send them a copy of the voided invoice as a PDF? Yes, you can send a copy of the voided invoice as a PDF to your client. After voiding the invoice in QuickBooks, you can typically choose the option to print or save the voided invoice as a PDF. This PDF copy can be shared with your client to provide them with a record of the canceled invoice.

    2. The client needs me to make changes to an invoice and has requested that I submit a cancel invoice. If I void the invoice in QuickBooks, can I send them a PDF of the voided invoice as a "cancel invoice"? While it is common for clients to refer to a canceled or voided invoice as a "cancel invoice," it's important to clarify the terminology to ensure understanding. Voiding an invoice in QuickBooks signifies that the original invoice is no longer valid, but it may not explicitly convey the changes requested by your client.

    In this case, it would be best to follow the steps mentioned earlier:

    • Void the original invoice in QuickBooks to cancel it.
    • Create a revised invoice with the requested changes.
    • Save the revised invoice as a PDF.
    • Send the PDF of the revised invoice to your client, explaining that the voided invoice has been replaced with an updated version.
    R
    ReymondO
    June 29, 2023

    Hey there, @SmartTe.

     

    I'd be glad to share additional info about canceling your sent invoice in QuickBooks. 

     

    The steps that were shared in the recent reply are correct. You can void the invoice so it doesn't affect your account balances or reports. 

     

    Here's how:

     

    1. Go to Sales and select Invoices. 
    2. Locate the invoice, then click the Action drop-down list and select Void.
    3. Click Void.

     

    After this, the invoice balance will go to zero, and your customer won’t be able to pay it. If you void or delete an invoice that has a payment attached to it, QuickBooks won’t delete the payment, but you’ll need to apply it to a different invoice.

     

    You can also send a PDF copy of the void invoice by downloading it through its transaction window. Let me show you how:

     

    1. Go to Sales and select All sales.
    2. Look for the voided invoice, then choose View/Edit under the drop-down list.
    3. Click Print or Preview and choose Print or Preview.
    4. Select Download.

     

    This will download a copy of the pdf file to your computer. Save the file and send it to your client.

     

    That's all there is to it. I've included a couple of articles below that you may find handy. The articles contain further details about keeping track and adding items to QuickBooks, along with a quick how-to of creating invoices. 

     

     

    Please let me know if you have further questions about this process. You can reach out to the Community at any time. We're always around to help you out. Take care and have a good one! 

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