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tm52
Level 1

Can an invoice be deleted that has a payment and refund linked to it? The customer keeps getting reminders, but the invoice is not applicable anymore.

 
1 Comment 1
JanbonN
QuickBooks Team

Can an invoice be deleted that has a payment and refund linked to it? The customer keeps getting reminders, but the invoice is not applicable anymore.

An invoice associated with payments and refunds cannot be directly deleted, tm52.

 

Please note that automatic reminders are triggered for open invoices. To stop these reminders while maintaining accurate records, we'll have to create a credit memo to close the invoice, as it no longer applies.

 

Here’s how:

 

  1. Go to +New and select Credit memo.
  2. Choose the customer in the dropdown.
  3. Enter the necessary details similar to the invoice.
  4. Once done, click Save and close.

 

Then, apply the credit memo to the invoice to effectively close it. Please refer to this article for more details: Create and apply credit memos or delayed credits in QuickBooks Online.

 

You can refer to this article about personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

 

Please return to this thread if you have other questions about managing your invoice in QuickBooks. We're here to answer them and offer assistance.

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