Creating and sending invoices in QuickBooks Online is such an easy process, and it can be done in just a few moments. I know how important it is to have complete control over your bookkeeping, so editing or deleting invoices is simple. I'll explain this process further below.
It's important to note that once an invoice has been emailed to your customer from your QBO account, there's no way to 'cancel' or retract the email. This process is the same as sending an email outside the program, as once it's sent there's no way to cancel the email.
If you're simply trying to delete the invoice, that's simple. You can do that by clicking Sales > Invoices > click the drop-down arrow on the far right-hand side > Delete.
I hope this helps to answer your questions. If you're still in need of further assistance, please don't hesitate to reach out to our tech support team.
Hi kimfrie. Thanks for reaching out to us here. I'd like to make sure we're on the same page, are you looking to delete the entire invoice which reflects the partial payment?
I have a number of invoices that have never seen a payment, the client just decided to walk away from the sale...is it the correct process to just void or delete the invoice? When is it more appropriate to handle this as a write off of bad debt? This is somewhat confusing in discussions with various resources.
Hi OTG1. Thanks for chiming in on this thread. Based on what you've described, I recommend contacting your accounting professional for expert advice on how to handle the transactions. In case you're not in contact with an accounting expert, I encourage you to search for one on our website using this link here. In the meantime, I suggest checking out this article here which explains the difference between voiding and deleting an invoice. This article here explains how you can write off the transaction as bad debt.
Let me know if this info helps. I'll be on standby in case you need anything else.
Thank you James. I did make contact and the feedback was that if a client walks away and no service was provided there is no "contract" between us and the client so voiding the invoice is the right approach.
Thanks for the update, OTG1. I'm glad to hear you were able to speak with your accountant and got some advice on how to move forward with this for your situation. I appreciate you taking a moment share your solution with us here in the QuickBooks Community as it may help others in the same situation. Take care!
I have a similar question to kimfrie.
I have a customer invoice which the customer has paid 50% of.
The order has now been cancelled due to Covid lockdown.
My terms and conditions state that I retain 20% of the total so I've refunded the customer their payment less 20% of the invoice total. How do I enter this in Quickbooks online?
Hi 9130 3486 8503 4026.
Being able to enter the retained amount of a cancelled invoice is a great way to keep your books accurate. I can help you with getting this entered in your QuickBooks Online account.
Writing off and entering partial payments of invoices is a simple process in QuickBooks Online made to save you time and effort. In order to write off the amount for the invoice that was never paid you can follow the steps in this article. Once that has been done you can also follow these steps in order to process the partial refund back to your customer:
Should you want to enter this another way I recommend reaching out to your accountant as they are trained in how to make these entries. If you don't have an accountant you can find one in your area by going to My Accountant>Find a pro to help.
If you have any questions feel free to reach back out and we'd be happy to help!
I bought Turbo impot de Luxe and 1 want a refund, (87.36)
i already bought another product that fits my needs better (122$)
I tought that i get autmaticaly a refund or a charge for the difference
Hi there marie57,
It's vital that have the best products that suit the needs of your business. I can point you in the right direction for assistance with billing for TurboTax.
In order to request a refund for TurboTax, you'd need to reach out to the TurboTax support team outside of the Community. They'll be able to view your account information with you in a secure setting in order to best assist you. You can reach them using the options provided here.
If you have any other questions, feel free to reach out here.