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anh2012-ap
Level 1

Is it possible to change the recipient on an invoice without clearing all the items? I've made an invoice out to a builder instead of the developer a year ago

They are being audited and asked me to change the name on the invoice. When I try change the name the page freezes, I get a message asking if I want to wait of refresh the page, I press wait then I can change the name but it says any liked transaction will be cleared. If I press yes all the items in the invoice get deleted.
1 Comment 1
JoanaC
QuickBooks Team

Is it possible to change the recipient on an invoice without clearing all the items? I've made an invoice out to a builder instead of the developer a year ago

Welcome to the QuickBooks Community, Anh2012. I have all the information you need.

 

There's a high probability that the invoice you want to modify is a billable transaction. If you attempt to change the customer name, all associated transactions will be deleted. I recommend changing the expense or bill transactions first before changing the invoice. You can follow these steps on how:

 

  1. Go to your Suppliers, then click the name of the vendor that has the billable. P21.png
  2. Under Customer, change the name to your developer. P22.png
  3. Hit Save and Close.

 

After updating the billable expense for your developer, you can now edit the name on the invoice. Here's how:

 

  1. Go to the Invoice.
  2. Click the invoice you want to modify.
  3. Change the customer name to your developer. P23.png
  4. You will be asked if you are sure to modify the transaction, then click Yes.
  5. Hit Save and Close.

 

Additionally, I'm sharing this article if you want to manage your bill payments: Enter and manage bills and bill payments in QuickBooks Online.

 

Let me know if you still have questions about your transactions. Have a great day, and take care.