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wdmckinnon1-gmai
February 3, 2024
Question

How to change date on invoice that has already been sent out

  • February 3, 2024
  • 1 reply
  • 0 views
I need to change an invoice date or delete an invoice because it has not been paid yet. Given it’s end of year we want to exclude this invoice on our end of year totals  but do not want to write it off as a bad debt yet.  We have already sent the invoice to our customer and I'm not sure how to handle this situation.

1 reply

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JamesM4
February 5, 2024

Hi there, 

 

QuickBooks Online is the go-to program for business owners that are looking to manage their invoices with ease. It's vital you're able to edit your invoice so you can continue to do the things you enjoy. I'll be happy to share more info and make sure you're on the right track with achieving your goals. 

 

You can edit the date on the invoice by clicking on Sales > Invoices > locate and open the invoice in question > from here you can edit your invoice accordingly so it reflects the correct tax amounts. Once you're done, make sure to save your changes. You can also delete the invoice using the same steps. I also recommend consulting with your accounting specialist for expert advice so your books can remain accurate. 

 

Let me know if you have additional questions by leaving a comment below, I've got your back, 

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