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steveallon69-gma
January 30, 2023
Solved

Can I edit an invoice I have already sent

  • January 30, 2023
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by MirriamM

Yes, you can @steveallon69-gma. I'd be happy to show you how.

 

  1. In the left menu, click Sales.
  2. Go to the Invoices tab.
  3. Locate the Invoice.
  4. Click the drop-down arrow under Action.
  5. Select View/Edit.
  6. Make the necessary changes.
  7. Click Save and close.

 

It will impact your VAT return if you claim VAT and have already filed that period. Similarly, if you use the reconcile tool and have closed of that period it will impact the reconcile especially if you are changing amounts.

To help you process customer payments, you can see this article for a guide: Record invoice payments in QuickBooks Online.

 

If you want to personalise your sales forms in the future, here's a great resource that you can visit for more information: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you have follow-up questions or clarifications when managing your invoices in QuickBooks Online. I'll be in touch. Keep safe!

2 replies

M
MirriamMAnswer
January 30, 2023

Yes, you can @steveallon69-gma. I'd be happy to show you how.

 

  1. In the left menu, click Sales.
  2. Go to the Invoices tab.
  3. Locate the Invoice.
  4. Click the drop-down arrow under Action.
  5. Select View/Edit.
  6. Make the necessary changes.
  7. Click Save and close.

 

It will impact your VAT return if you claim VAT and have already filed that period. Similarly, if you use the reconcile tool and have closed of that period it will impact the reconcile especially if you are changing amounts.

To help you process customer payments, you can see this article for a guide: Record invoice payments in QuickBooks Online.

 

If you want to personalise your sales forms in the future, here's a great resource that you can visit for more information: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you have follow-up questions or clarifications when managing your invoices in QuickBooks Online. I'll be in touch. Keep safe!

paul72
paul72
January 31, 2023

Hi @steveallon69-gma 

 

While you can - it isn't good practice.

Make sure that customer agrees & only uses the latest version for their records.  If the invoice is in a closed VAT quarter then definitely don't do it - it'll mess up other things.

R
rhinorigging
September 24, 2024

then how do I add to an invoice without messing all the tax up

 

E
Erika_K
September 24, 2024

Ensuring accurate financial records is essential for the success and growth of your business, rhino. Your efforts and time spent in joining this thread are much appreciated. I'll be here to share some information about modifying invoices from a closed quarter.

Just to confirm, editing an invoice sent or emailed to your customers isn't available. However, you can manually edit or update the invoice details within QBO and then re-send it to the customer if necessary.

Regarding your concern about adding or editing an invoice from a closed VAT quarter, it's essential to understand the implications of your financial data and tax obligations. As mentioned earlier, changing invoices within a closed period can lead to discrepancies in your VAT returns and overall accounting accuracy.

To ensure your books remain accurate and compliant, I highly recommend consulting an accounting professional before modifying your invoices from closed VAT quarters. They can guide you through the process, help you understand the potential consequences, and advise you on the best course of action.

Managing sales transactions effectively is crucial for any business and having a reliable support system can make all the difference, rhino. If you have additional questions about sales transaction management or related topics, please don’t hesitate to share them in the comments section below. My team and I are dedicated to providing support whenever you need it. We're available 24/7 to answer your questions, offer advice, or provide troubleshooting assistance related to sales transactions management or any other topics you may be interested in. 

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