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September 1, 2021
Question

I have created, emailed customer the invoice, received payment and sent a copy of the paid invoice to customer. I cannot find the invoice in system, what happened to it?

  • September 1, 2021
  • 1 reply
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Could it have been deleted? Can I retrieve deleted Invoices and if so how?

1 reply

September 1, 2021

Hi jaryll-ab-bcc-ca.

 

Being able to view your invoices when you need is key to verifying payments and editing your invoice. I'd be happy to help you find your invoice again.

 

QuickBooks Online makes it easy to find out if an invoice was deleted or when the last change was made to it. In order to see if the invoice was deleted you can use the Audit log. This shows you all the changes that were made and which user made them. In order to access your Audit log you'll need to go to: Gear>Audit log. From there you just need to see if the invoice is showing that it was deleted. Another option is opening the customers profile by going to Sales>Customer and selecting the person the invoice was sent to. You should see a transaction log that you can access to look for the transaction.

 

If you do notice the invoice was deleted you would need to write down all the information for the payment such as credit card type and date of payment. Delete the payment by opening it and selecting delete. Then once that's done you can recreate the invoice again and receive payment against it. This way it'll track the invoice and the payment together to avoid a duplicate payment entry. 

 

If you have any questions let us know and we'd be happy to help.