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tylercormier10
November 6, 2022
Question

Updating Customer on Invoice

  • November 6, 2022
  • 1 reply
  • 0 views

I accidentally sent an invoice to the wrong customer (whose family of the one I need to send it to) and I charge them different hourly rates, due to circumstances.

 

The other person opened the invoice, when I update the customer I'm supposed to be sending it to, will the previous customer be able to go to their email and open the invoice and view the updated one? Is there anyway to stop that, if so? Or, when I update the customer, will the previous customer get an error when trying to open it?

 

Thanks!

1 reply

T
Trish_T
November 7, 2022

Hi tylercormier10,

 

It's great to see you in Community.  Welcome!  QuickBooks Online enables you to create and send your sales forms with confidence.  It's important that your customers are set up accordingly, to ensure confidentially when sending invoices.  I'd be happy to assist!

 

Based on the information you've provided, it appears that your customer is a sub-customer under a parent account.  Here's how to edit your customer so they receive the invoices directly;

 

1. Open Sales and then Customers, from the left menu

2. Click on the customer name to expand the view

3. Select Edit

4. Scroll down and remove the checkmark beside Bill parent customer

5. Hit Save

In addition, you'll want to ensure there isn't a Cc/Bcc when creating the invoice. 

 

Please don't hesitate to contact us if you require additional assistance.  Your success is our number one priority and we'd love to help! 

 

 

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