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GrantTheGoalie
Level 1

Revising Invoices Based on Estimates

What is the process for revising an invoice that is based on an estimate? I my situation, sometimes I need to revise the number of hours worked. This will happen after I've prepared the invoice and the customer has made changes. The invoice has not yet been submitted. On invoices prepared from estimates, the software does not allow me to change the quantity, only the cost. What is the correct procedure?

5 Comments 5
JamesM4
QuickBooks Team

Revising Invoices Based on Estimates

Hi GrantTheGoalie,

 

QuickBooks Online is the go-to program for business owners that are looking to manage their invoices with ease. It's important you're able to edit your invoice so you can continue to do the things you enjoy. Don't worry, I'll be happy to share more info and make sure you're on the right track with achieving your goals. 

 

When it comes to editing an invoice derived from an estimate, it's important to make sure both the estimate and the invoice are matching. This means you'd have to also edit the root of the invoice which is the estimate. You can edit an existing estimate/invoice by clicking on Sales > Estimates/Invoices > locate and open the form in question > from here you can edit your invoice accordingly. Once you're done, make sure to save your changes. 

 

Let me know if you have additional questions by leaving a comment below, I've got your back.

GrantTheGoalie
Level 1

Revising Invoices Based on Estimates

I located the closed estimate and made the change. It said it was linked to others. I clicked "yes". The invoice didn't change and I'm still unable to change the quantity that I need to change.

JamesM4
QuickBooks Team

Revising Invoices Based on Estimates

I see. After clicking Yes, are you able to open and edit the invoice? If not, what happens when you try this?

GrantTheGoalie
Level 1

Revising Invoices Based on Estimates

I appreciate the help but I think you need to read my original post again. I can open the invoice, but I can't change the quantity. In my case, it's edit hours. I can change the amount, but not the quantity. This only happens to me when I convert an estimate to an invoice. If I create an invoice from scratch, I don't have this problem.

Alex M
QuickBooks Team

Revising Invoices Based on Estimates

Hi there GrantTheGoalie,

 

When creating the invoice from an estimate, there isn't the option to modify the existing line from the estimate to add quantity, but what you can do is add another line to the invoice with the additional hours. I can see that being able to modify the existing line would be a feature that you'd like to see to help you manage your invoices. I recommend leaving feedback in the system by clicking on the Gear icon, then Feedback. The comments made in that section are taken into consideration by our developers when designing new features for QuickBooks Online.

 

If you have any other questions, feel free to reach out here.

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