Edit Invoice amounts

Thanks for visiting us here, DJ_MTT. 

I've got details and steps to help you edit the invoice amounts linked to your estimates.

Since these estimates are converted to invoices, you'll first need to delete the created invoice and modify the amount or other details from the estimate. Then, recreate the invoice.

To delete the created invoice, here's how:

1. Go to Sales from the left menu bar and click Customers. 
2. Select the customer's name and open the invoice.
3. Click More at the bottom of the invoice and choose Delete.
4. Then, select Yes to confirm.

Once done, let's re-create the invoice from the estimate. Please ensure that all specific details entered are accurate. 

To edit the estimate, refer to these steps:

1. In the Transaction List under the Customers tab, select the estimate.
2. Edit any changes and review its details.
3. Once done, click Save and close.

You can also check out this article for more detailed information: Void or delete transactions in QuickBooks Online.

Moreover, you can browse these references to guide you in customizing and adding specific information to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

You can always return to us if you have additional questions about managing your sales transactions. We'd gladly assist you at any time. Keep safe and have a good one!

Thank you for the input.

As stated in my original post, the invoice number cannot change, as it has been used on a variety of other documents related to tracking this transaction.

If I delete the existing invoice, will I have the option to assign the old (now deleted) invoice number to the new invoice after editing the estimate?

I am working on a clients file. I want to change the product/service item on the invoice so the sale goes to the correct account but when I do so it marks the invoice as unpaid when it was previously a paid invoice. This is on quickbooks online. What is the correct way to do this.

Hello there, @big jon.

I'm here to help you edit invoices in QuickBooks Online (QBO).

As I replicated your concern, changing the product/service item to an invoice will only be unpaid if the payment is unlinked. You can check the hyperlink below the paid status and see if there are associated payments. Please see the screenshot below for visual preferences.

If you didn't unlink the payment, an overload browser might sometimes cause problems with loading or formatting issues on a website, like missing images or buttons that don't respond when clicked. This also includes errors you're getting when trying to do some processes in QuickBooks.

You'll want to log in to your account using a private browser (incognito) to check if you're still seeing the error. I've provided the shortcut keys below so you can follow them:

• Press Ctrl + Shift + N (Google Chrome)
• Ctrl + Shift + P (Firefox)
• Control + Option + P (Safari)
• Press Ctrl + Shift + N (Microsoft Edge)

If it works, return to your default browser and clear the cache so you'll be able to work with a clean slate. Your cache and extensions are probably interfering with the scripts QuickBooks is trying to run on the page. However, if you're still experiencing the same, you'll want to switch to a different browser instead.

To learn more about recording partial payments, applying for credits, and depositing funds in QuickBooks, please see these links below:

• Record invoice payments in QuickBooks Online
• Handle a customer credit or overpayment in QuickBooks Online
• Record and make bank deposits in QuickBooks Online

Let me know if you have a follow-up question about your invoice status or any other QuickBooks concerns. I'm always here to assist. Keep safe. 

Thanks for your reply. I  am still new to the QB online and I see what I was doing now. 

You're doing great, big jon! Thanks for getting back to the thread.

I'm delighted to hear that my colleague DebSheenD was able to help you address or give information about changing the product/service item on your invoice.

If you need further assistance managing your invoices or any QuickBooks-related concerns, get back to us anytime. You can reach out by posting in our Community forum again. Have a prosperous year with QuickBooks!