Track the status of invoices

Easily keep track of your invoices and payments with the QuickBooks Online mobile app.

1. Open the QuickBooks Online mobile app and tap on Menu ☰.
2. Select Invoices.
3. Find the invoice you're looking for. The status is displayed under the customer's name. You'll also see the due date or how many days overdue it is.
4. Tap the invoice to see more details, like the date it was sent and viewed, or information about partial payments.

Invoice status explained

• Open – The invoice has an outstanding balance.
• Not sent – The invoice is created but not sent.
• Sent – The invoice was emailed to the customer.
• Viewed – The customer has opened the invoice.
• Partially paid – A partial payment has been made.
• Paid – The invoice is fully paid.
• Deposited – The payment is recorded as deposited in QuickBooks.
• Not deposited – The invoice is paid, but the deposit isn’t recorded yet.
• Undelivered/Delivery error – The invoice wasn’t delivered. Check the email address and resend from QuickBooks Online on the web.
• Voided – The invoice has been voided.

Add a note to an invoice

1. From the Menu ☰, select Invoices.
2. Select the invoice.
3. Select Add notes or attachments.
   To create a new note: Select Create Note. Write your note, then select Save.
   To attach an existing note: Select Attach Existing note. Select the note you want to attach, then select Attach.  
4. To see the attached note, select ACTIVITY.

Add or edit sales tax rates

To add a sales tax:

1. From the Menu ☰, select Settings.
2. Select Tax Rates.
3. Select Add a new tax rate, then select whether that rate is Single or Combined.
4. Select +, then select Single sales tax rate or Combined sales tax rate.
5. Enter the tax rate information.
6. Select Save.

To change a sales tax rate:

1. From the Menu ☰, select Settings.
2. Select Tax Rates.
3. Select the rate you want to edit.
4. Select Edit ✎, then make your changes.
5. Select Save.

Delete invoice payments

1. Select Menu ☰. Then select the All tab.
2. Select Invoice Payments.
3. Select the payment you want to delete.
4. Select More Options, then select Delete. (iPhone)
5. Select Menu ☰. Then select Sales.
6. Select the dropdown arrow ▼ from the filter options, then choose Invoice Payments.
7. Select the payment you want to delete.
8. Select More Options ⋮, then select Delete. (iPad)

Add a new tax rate for a transaction

1. From the Menu ☰, select Estimates or Invoices.
2. Select Edit ✎.
3. Select Add Item, then select +.
4. Select the Is Taxable checkbox, then select Add.
5. Select Add Tax.
6. Enter your tax rate info.
7. Select Done. Your new sales tax rate will appear in your existing list of sales tax rates.

Change the sales tax amount for a transaction

Note: To see the tax override feature in the app, first go to QuickBooks Online on the web and create your tax codes in the company file.  

1. Open an estimate, invoice, or sales receipt.
2. Select Edit ✎, then select the Tax entry box.
3. Change the tax amount, then select Done. 

Delete invoice payment

1. Select Menu ☰. Then select the All tab.
2. Select Invoice Payments.
3. Select the payment you want to delete.
4. Select the Ellipses ⋮
5. Select Delete.
6. To confirm the action, select Delete again.

Edit or delete an invoice

You can edit invoice information that doesn't affect the charge or payment itself, like the date, reference number, memo, customer, and deposit account.

Important: To edit fields that affect the charge amount, you'll need to use QuickBooks Online on the web.

1. In the QuickBooks Online mobile app, tap Menu ☰.
2. Select the ALL tab.
3. In the Money in section, select Invoices.
4. Select the invoice you want to edit or delete.
   To edit, select Edit ✎, make your changes, and then select Save.
   To delete, select the Ellipses ⋮, select Delete, and then select Delete again to confirm.

Edit sales receipts or invoice payments

You can edit sales receipt or invoice payment information that doesn't affect the charge or payment itself, such as the date, reference number, and memo.

Note: For payments that are already processed, go to QuickBooks Online on the web to make changes.

1. In the QuickBooks Online mobile app, tap Menu ☰.
2. Select the ALL tab.
3. In the Money in section, select Sales receipts or Invoice payments.
4. Select the sales receipt or invoice payment that you want to edit.
5. Select Edit ✎.
6. Make your changes, then select Save. Note: Don't try to edit fields that affect the charge. You won't be able to save them.