Void an invoice already paid

EuniceA · ‎August 31, 2020

I can't figure out if perhaps I have to void an invoice I want to rectify and create a new one? NB:This invoice has already been paid by the customer.

MichelleBh · ‎August 31, 2020

Hi there, @EuniceA.

Thank you for posting here in the Community. I want to make sure you're able to rectify the invoice in QuickBooks Online.

Voiding an invoice will keep the invoice number and list it in reports but changes the amounts to zero. If you're trying to edit the customer's information like an email address or billing address, you don't need to create a new one. You'll just edit the invoice automatically.

Here's how:

Go to the Sales menu on the upper right side.
Choose the Customer tab.
Locate the customer's name, then double click the invoice.
Rectify it, then hit Save and close.

However, if you're trying to change the product/services, amount, tax, and many more, you'll need to create one. Please note that since the invoice has already tagged as paid, the payment will be detached then turned into credits.

Let me show you how:

Repeat the steps 1 to 3 provided above.
Click the More tab, located on the lower part.
Choose Void, then hit Yes, void transaction.

For more information about voiding invoices, please visit this article: Void or delete transactions in QuickBooks Online.

Once done, you can now create a new invoice with the correct details by clicking the Plus (+) icon on the upper right corner or by tapping the New transaction tab in the Customer information. See the sample screenshot below.

You also have an option to see the voided transaction by going to the Report tab. Search Transaction List by Customer, then customize the report. See the screenshot below for your visual guide.

Let me know if there's anything else I can do for you. Have a great day!

View solution in original post

MichelleBh · ‎August 31, 2020

Hi there, @EuniceA.

Thank you for posting here in the Community. I want to make sure you're able to rectify the invoice in QuickBooks Online.

Voiding an invoice will keep the invoice number and list it in reports but changes the amounts to zero. If you're trying to edit the customer's information like an email address or billing address, you don't need to create a new one. You'll just edit the invoice automatically.

Here's how:

Go to the Sales menu on the upper right side.
Choose the Customer tab.
Locate the customer's name, then double click the invoice.
Rectify it, then hit Save and close.

However, if you're trying to change the product/services, amount, tax, and many more, you'll need to create one. Please note that since the invoice has already tagged as paid, the payment will be detached then turned into credits.

Let me show you how:

Repeat the steps 1 to 3 provided above.
Click the More tab, located on the lower part.
Choose Void, then hit Yes, void transaction.

For more information about voiding invoices, please visit this article: Void or delete transactions in QuickBooks Online.

Once done, you can now create a new invoice with the correct details by clicking the Plus (+) icon on the upper right corner or by tapping the New transaction tab in the Customer information. See the sample screenshot below.

You also have an option to see the voided transaction by going to the Report tab. Search Transaction List by Customer, then customize the report. See the screenshot below for your visual guide.

Let me know if there's anything else I can do for you. Have a great day!

Test2GoLLC · ‎August 31, 2020

When you void a paid invoice , it's payment will be detached then turned into credits . When you create a new invoice , you can apply the credits to it .

EuniceA · ‎September 01, 2020

@MichelleBh Thank you very much. Duly appreciated.

MichelleBh · ‎September 01, 2020

You're always welcome, @EuniceA.

In case you need some related articles in managing your invoices, you can always visit our video tutorial for reference.

As always, if you need further assistant, don't hesitate to drop by here in the Community. I'm always here to help. Take good care!

TMAAC · ‎June 22, 2022

I do not see any VOID option in more button. Am I missing something?

RoseJillB · ‎June 22, 2022

Thank you for joining the thread, @TMAAC.

Let’s sort out your concern with voiding invoices in QuickBooks Online (QBO).

Upon replicating here, the option to void a paid invoice is available. Thus, I suggest you perform some troubleshooting steps to fix the issue. These issues can sometimes be caused by the browser’s overtime collection of data from frequent page visits.

Here are the keyboard shortcuts to open a private browser:

Google Chrome: press Ctrl + Shift + N
Mozilla Firefox: press Ctrl + Shift + P
Microsoft Edge: press Ctrl + Shift + P
Safari: press Command + Shift +N

If it works, kindly proceed with clearing your cache. This helps improve the performance of the application. Then, if the issue persists, you can refer to this article for other supported browsers while using QBO.

Moreover, I included this article to give you a glance at the status of your sales transactions in QuickBooks Online: View sales transactions

If you need further assistance with your sales transactions, you can always drop by and post them here. Have a good one!

mdj6764 · ‎November 07, 2022

How do I apply the "detached payment turned into a credit" to a new invoice?

DHeraV · ‎November 07, 2022

Hello there, @mdj6764,

I'd be glad to help you out! Let me provide you with steps on how to apply credits to your invoice.

Here's how:

1. Go to the Sales tab, then select Invoices.
2. Locate the new invoice.
3. Click Receive payment.
4. Under Outstanding Transaction, select the invoice.

5. Under Credits, select Unapplied Payment.

If you wish to apply credits to your invoice automatically, you can follow these steps:

1. Go to the Gear icon, then select Account and settings.
2. Click the Advanced tab.
3. In the Automation section, click the pencil icon.
4. Turn on the Automatically apply credits.
5. Click Save.

I'll also add articles you can refer to for future use if you desire to learn more about invoices and payments:

Should you need further assistance with your invoices, don't hesitate to reach us back or leave a reply. Keep safe.

rtucker61 · ‎December 18, 2023

How do I reimburse the payment from a customer from a voided invoice?

Bryan_M · ‎December 18, 2023

Hi there, @rtucker61.

Let me help you reimburse the payment of the customer's voided invoice.

We can issue a refund manually to reimburse it. Here's how:

From + New, then select Refund receipt.
Click the Customer dropdown, and choose the customer you want to issue a refund to.
Fill out the fields with the same info on the original sale.
- To issue a refund to their credit card, select a Credit card from the Payment method ▼ dropdown.
- To issue a refund to their bank account, select Direct Debit from the Payment method ▼ dropdown.
Tap the Refund from dropdown, then pick the account you want to issue the refund from.
Select Save and close.

There are a few requirements when you issue credit card refunds. You can read this article for more info: Void or refund customer payments in QuickBooks Online.

Moreover, if you want to apply that payment to your customer's future invoice, check out this article on how to record it: Record a customer refund in QuickBooks Online.

Fo for future reference, if you want to receive invoice payment through your customer's bank, you can read this article: Link a bank deposit to an invoice in QuickBooks Online.

Feel free to reply to this post if you have additional questions about managing your invoice. I'll be willing to help. Keep safe.

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Void an invoice already paid