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Thecookiecanvas
Level 1

Cancelling Invoices

I own a business that requires payment upfront for my services. If invoices aren’t paid within a certain time frame I need to cancel them. How do I go about cancelling unpaid invoices? I can delete the invoice but it doesn’t alert the costumer of the cancellation, does it? I don’t want them coming back later and paying an invoice on an order that I’ve already cancelled and marked off my book. 

1 Comment 1
JamesDuanT
Moderator

Cancelling Invoices

Hello Thecookiecanvas,

 

Currently, the system won't notify your customer's once you delete their invoices. I'd recommend emailing them reminders before deleting their invoices.

 

In QuickBooks, we have a routine function that allows us to set up alerts (about their invoices) that are sent automatically to your customers.

 

First, let's turn on the routine function:

  1. Click the Gear icon in the upper-right corner and select QuickBooks Labs.
  2. Turn on Routines for QuickBooks and click Done.

Second, let's set up a reminder for the customer invoices:

  1. Click the Gear icon in the upper-right corner and select Manage Routines.
  2. Select Remind yourself or customers about their past due invoices.
  3. Click the Try It Out button and enter the Routine name.
  4. Under the If Total Amount is section, select > More than 0.
  5. Under the When do you want to send the alert? section, select Before due date.
  6. Then, enter the number of days.
  7. Go to the Edit email reminder section and customize the Message. You can CC or BCC your email, too.
  8. Click Save and Enable.

You can also use this article for additional details: How to Automate Tasks with Routines.

 

If you won't receive any responses from your customers, you can decide whether or not to delete the invoices.

 

Let me know if you need anything else.

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