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agi_dicastri
Level 1

How do I add or remove services to an invoice once its been paid in full?

Once I add or remove a service I am finding that the actual amount paid by the customer changes. It does not reflect how much they actually paid.
2 Comments 2
LeithG
Level 7

How do I add or remove services to an invoice once its been paid in full?

Hi Agi

 

I would recommend creating a customer credit memo instead.

Trish_T
QuickBooks Team

How do I add or remove services to an invoice once its been paid in full?

Hi agi_dicastri,

 

Thanks for reaching out here.  QuickBooks Online has the versatility you need in situations like this.  As LeithG has mentioned, you can create a credit memo for your customer.  I'll be happy to provide more information so you're on the right track with your QuickBooks goals!

 

Rather than adding or removing items from the initial invoice, you can record a retainer or deposit.  After you create the deposit or retainer item, you can turn it into a customer credit.  Here's a helpful guide for your reference.  You'll be able to track these transactions on the Balance sheet report.

 

Please don't hesitate to reach back out with other questions.  We'd love to help!

 

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