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Cannot Edit Invoice (Error)

I'm trying to edit a invoice and add more items but when I click the pencil it just errors. Any advice or fix?

Solved
Best answer 04-20-2019

Accepted Solutions
QuickBooks Team

Re: Cannot Edit Invoice (Error)

I can help you edit your invoice, NickFury8458.

 

I would like to ask what's the error message you've received when trying to edit the invoice. 

 

Meanwhile, we can do troubleshooting steps to help resolve this. Let's start by using a private browser and try to edit your invoice from there. Private browsing disables browser's cache. If it works, go back to the regular browser and clear the cache. Too much cache results to unusual behavior. Also, try to use a different browser like Google Chrome, Internet Explorer, or Mozilla Firefox.

 

Please let me know how it goes. I'd be happy to help you further. Have a great day!

5 Comments
QuickBooks Team

Re: Cannot Edit Invoice (Error)

I can help you edit your invoice, NickFury8458.

 

I would like to ask what's the error message you've received when trying to edit the invoice. 

 

Meanwhile, we can do troubleshooting steps to help resolve this. Let's start by using a private browser and try to edit your invoice from there. Private browsing disables browser's cache. If it works, go back to the regular browser and clear the cache. Too much cache results to unusual behavior. Also, try to use a different browser like Google Chrome, Internet Explorer, or Mozilla Firefox.

 

Please let me know how it goes. I'd be happy to help you further. Have a great day!

Not applicable

Re: Cannot Edit Invoice (Error)

That worked! Ty sir!

QuickBooks Team

Re: Cannot Edit Invoice (Error)

You're most welcome, NickFury8458.

 

I'm so happy that you're concern was resolved. Feel free to post again here if you have other concerns.

 

The Community team is always here to help.

Not applicable

Re: Cannot Edit Invoice (Error)

Hello, I have a similar problem but it relates to a recurring invoice that I need to Edit. 

The template is used by QBO to send a monthly invoice to my vendor  which includes the 3 month’s advance payment.

Should I Delete the first invoice that included the monthly amount due and create a new invoice or Close the original invoice? Thanks.

Moderator

Re: Cannot Edit Invoice (Error)

Thanks for joining us in this thread, 2017ops1.

 

I recommend creating and sending a statement to show any charges and payments made prior to the date your invoice was created. I'm here to help and guide you through.

 

Let's add the Account Summary to invoice by following these steps:

  1. Go to the Gear icon and Custom Form Styles.
  2. Locate the invoice form in the list and click on the Edit link under Action.
  3. In the Content tab, click on the pencil icon for the middle section to edit.
  4. Under Account summary, mark to select the Show on invoice checkbox. If you are using an imported invoice style, this option may not appear. You must turn the option on in the Master/Standard form
  5. Select Done.

For visual reference, I've attached some screenshots.1.PNG

 

2.PNG

 

3.PNG

 

4.PNG

 

5.PNG

 

To create and send a statement using the Balance Forward option, you can refer to these steps:

  1. Go to Sales and choose the Customers tab.
  2. Locate and click on the customer's name.
  3. From the New transaction drop down, select Statement.
  4. Choose Balance Forward in the Statement Type drop down.
  5. Set the date and click on Apply.
  6. Then review the statement by clicking on the Print or Preview.
  7. Once you're done reviewing, select Close.
  8. Choose Save and send.

I'm linking this article for more information about the Account Summary on the invoice.

 

You can also check out these great resources to be more familiar with managing statements in QuickBooks Online (QBO):

Leave a comment below if you have any questions. I'll do everything I can to answer them. Have a good one.

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