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Level 1

Change single element of a paid invoice (product/service) without deleting rest of the row

How can I change one element (product/service) of a paid/closed invoice, without zeroe-ing out the rest of the row? Today, I changed the product/service field of an old/paid invoice from one thing to another in order to make my year-end reporting more accurate. Doing that erased the description, quantity, rate, and amount. When I re-entered those fields (the final amount due was the same as before as the prices had not changed), the invoice showed that there was a balance due. 

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Best answer January 07, 2020

Best Answers
QuickBooks Team

Change single element of a paid invoice (product/service) without deleting rest of the row

When you change an item, it will delete the information in the whole row, MaxlineJenn.

 

You're on the right path. You'll have to re-enter the details. Although, if the prices are the same, it will not create a balance due. The payment may be unlinked. This will create an Unapplied payment. Let's go ahead and link it. 

 

Here's how:

  1. Open the invoice.
  2. Click Receive payment.
  3. Under Credits, select the Unapplied Payment.
  4. Ensure the payment date is correct.
  5. Click Save and close

The customer should now have a zero overdue balance. 

 

You can get back to us after trying these steps. We're here to lend a hand. 

View solution in original post

2 Comments
QuickBooks Team

Change single element of a paid invoice (product/service) without deleting rest of the row

When you change an item, it will delete the information in the whole row, MaxlineJenn.

 

You're on the right path. You'll have to re-enter the details. Although, if the prices are the same, it will not create a balance due. The payment may be unlinked. This will create an Unapplied payment. Let's go ahead and link it. 

 

Here's how:

  1. Open the invoice.
  2. Click Receive payment.
  3. Under Credits, select the Unapplied Payment.
  4. Ensure the payment date is correct.
  5. Click Save and close

The customer should now have a zero overdue balance. 

 

You can get back to us after trying these steps. We're here to lend a hand. 

View solution in original post

Level 1

Change single element of a paid invoice (product/service) without deleting rest of the row

Hey, there! Thanks for the help! Problem solved.

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