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steveallon69-gma
Level 1

Can I edit an invoice I have already sent

 
Solved
Best answer January 30, 2023

Accepted Solutions
MirriamM
Moderator

Can I edit an invoice I have already sent

Yes, you can @steveallon69-gma. I'd be happy to show you how.

 

  1. In the left menu, click Sales.
  2. Go to the Invoices tab.
  3. Locate the Invoice.
  4. Click the drop-down arrow under Action.
  5. Select View/Edit.
  6. Make the necessary changes.
  7. Click Save and close.

 

It will impact your VAT return if you claim VAT and have already filed that period. Similarly, if you use the reconcile tool and have closed of that period it will impact the reconcile especially if you are changing amounts.

To help you process customer payments, you can see this article for a guide: Record invoice payments in QuickBooks Online.

 

If you want to personalise your sales forms in the future, here's a great resource that you can visit for more information: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you have follow-up questions or clarifications when managing your invoices in QuickBooks Online. I'll be in touch. Keep safe!

View solution in original post

2 REPLIES 2
MirriamM
Moderator

Can I edit an invoice I have already sent

Yes, you can @steveallon69-gma. I'd be happy to show you how.

 

  1. In the left menu, click Sales.
  2. Go to the Invoices tab.
  3. Locate the Invoice.
  4. Click the drop-down arrow under Action.
  5. Select View/Edit.
  6. Make the necessary changes.
  7. Click Save and close.

 

It will impact your VAT return if you claim VAT and have already filed that period. Similarly, if you use the reconcile tool and have closed of that period it will impact the reconcile especially if you are changing amounts.

To help you process customer payments, you can see this article for a guide: Record invoice payments in QuickBooks Online.

 

If you want to personalise your sales forms in the future, here's a great resource that you can visit for more information: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you have follow-up questions or clarifications when managing your invoices in QuickBooks Online. I'll be in touch. Keep safe!

paul72
Level 8

Can I edit an invoice I have already sent

Hi @steveallon69-gma 

 

While you can - it isn't good practice.

Make sure that customer agrees & only uses the latest version for their records.  If the invoice is in a closed VAT quarter then definitely don't do it - it'll mess up other things.

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