Question

How to Cancel invoice

Forum|Forum|5 years ago
December 9, 2020
5 replies
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Original commenter did not share additional details

QuickBooks Online

Canceling an invoice is easy as 1 2 3, @nealc1405-gmail-.

When you enter an invoice with incorrect information and want to cancel it, you can simply delete or void it to completely erase it from your books. Here's how:

Find and open the invoice you want to delete.
In the Invoice window, click More at the bottom.
Choose either Delete or Void, then click Yes to confirm.

I'm adding this article for more guidance: Void or delete transactions in QuickBooks Online.

Just in case you want to recreate the invoice, feel free to check out this article for the detailed steps and information: Create invoices in QuickBooks Online.

Should you need any assistance managing your QuickBooks transactions, I'm available here to help any time!

M

Mark_R

Good day, @nealc1405-gmail-.

I'm back to ensure you were able to cancel the invoice by deleting it. If you need further assistance with this, you're welcome to post again or leave a reply below. We're always here to help.

Thanks for coming to the Community, wishing you and your business continues success.

C

chart

I have to Cancel or Void certain old never-to-be-paid Invoices where I've already paid the Sales Tax to NY State on a Sales Tax Item associated with each particular County. I need those paid Sales Tax amounts to be credited now to the proper counties. Over the last 21 years of using QB Premier Desktop on a Cash Basis, I have discovered Sales Tax had always been paid on an Accrual Basis, noting that I see it can be also changed to a cash basis, but it wasn't/isn't on a cash basis currently. I'm having difficulty finding an A/R report with the jurisdiction/county Sales Tax Item shown. When I Void an invoice, does it leave it there completely intact, to see in its entirety in the future, for reference purposes? And does Voiding it put a notation of the Void date on it? I'd also like to know what it does to my books' Sales Tax records --- thinking it'll bring a negative balance forward in general, but credit the paid Sales Tax on a per county basis, when I reconcile and Pay the Sales Tax, yes/no?.

Jen_D

Thanks for posting here, @chart,

When you void a transaction in QuickBooks the system offsets the amount on the transaction to zero out the balances. However, voiding a sales entry will not affect the sales taxes paid prior.

The system will retain the payment and apply the credit to the next taxable period. If you want to keep track of any changes to the entries in QuickBooks, you can open an Audit Trail report for it. Simply go to Reports > Accountant & Taxes > Audit Trail.

Regarding the report, you can look for Sales by Customer Detail report and customize it to only show invoices along with the taxable sales.

Go to the Reports menu and choose Sales.
Pick Sales by Customer Detail from the list.
Click on Customize report at the top and head to the Display tab. From there, type Tax in the search field below Columns.
Mark the options for Income Subject to Tax and Sales Tax Code.
Next, go to the Filters tab and find or type Transaction Type below Choose Filter.
Pick the Invoices (Accounts Receivable transaction).
Hit OK when you're done.

I'm also adding this article to learn more about the reports in QuickBooks: Understand reports

Please know that your insights about our reports is important for us to improve our products. If you have any questions feel free to reach out back again, and I'll be right here to help. Have a nice day!

C

chart

Thanks for your help and expertise.

How do I "Void" an Invoice in QB 2020 Premier Desktop, as opposed to deleting it (Control D). Also, please confirm that "Voiding" a past Invoice posts the respective Sales Tax Credit to the next open Sales Tax filing period. I know how to "Delete" an invoice, but I wouldn't want to do that, as those sales details, unpaid or not, are an important record of what was done, info I wouldn't want to loose.

L

LouiseKS

I do not see a 'More' button in the invoice window when I open the invoice I want to delete. I am using the Mac version and am certainly a beginner. Thanks

MaryLandT

I'm here to help delete an invoice in QuickBooks Desktop for Mac, LouiseKS.

You can press the Command + D on your keyboard. Or go to the Edit menu while opening the invoice, then select Delete.

If you're using QuickBooks Online on a Mac PC, here's how to delete a transaction:

Find the transactions you want to delete, and open them one at a time.
At the bottom of the page, click More.
Choose Delete.
Click Yes to confirm the deletion.

You can also read this article for more information: Void or Delete an Invoice or Other Transactions.

I'm adding these links you can browse to help navigate QuickBooks for Mac:

Stay in touch with me if there's anything else I can help you with deleting an invoice. I'm always glad to help.

L

losfelizgroup

Hello QB Community! I need some after hours help so TIA...!

Yesterday I created an invoice for a client that had multiple "time entries" that were all billable. I sent the invoice as I usually do and then they did not want to pay the invoice as it was presented (lovely). Now they wanted the single invoice split into multiple invoices for "internal billing" reasons.

This led me to VOID the invoice and start over...so I thought.

Now it shows "closed" in the status window and I can't figure out how to change the status to "open" so I can generate new invoices for the now un-billed time that was previously included on the now VOIDED invoice.

Any direction on how to get the status back to "open" would be greatly appreciated.

Thank you!

Tori B

Hey there, @losfelizgroup.

Thank you for following the thread and sharing your concerns.

In QuickBooks, if an invoice is voided, it can only be recorded back by recreating it. That said, I recommend recreating it so we can get it out of the closed status.

Before recreating the in the invoice, make sure to write down all the details of it (Date, Customer, Items, Etc.).

Once you've written down all the important details, you’re ready to manually re-enter the invoice. For further details, please see this resource: How to create an invoice.

After you've recreated the invoice, check out the steps in these articles on how to mark the invoice as paid:

Feel free to take a look at these articles for additional guidance:

If you have any additional questions or concerns about this process, please let me know.

Take care and have a great day!

E

ell11375

go to refunds and credits use the current date not to affect the prior year. use the same invoice number but add a letter to it. for example 100A. enter the invoice exactly as the original was, save it and then when it asks to apply it to an invoice apply to the original invoice #100. This way it is only affecting the current year and not the prior year.

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