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Join nowI am new to QB and when I first started using it, I was creating invoices with the customer name and putting the location under product/service.
I eventually realized that I should have each job name/address under the customer. So I have some invoices that have already been paid but are not attached to a project. When I edit the invoice and change the customer name to show the customer/Job name it shows that the invoice is due. I am hesitant to click save bc I don't want any false open unpaid invoices. Is there another way to link the invoice to the job? Can someone please advise?
I'm here to provide the solution on how to add an existing invoice to a project, Crodrigue.
You can add the paid invoice to invoice to a project. Then, reconnect the payment so it's mark as paid again and link to the correct invoice.
Before editing the paid invoice, make sure the Automatically apply credits setting is turned off. Here's how:
After turning off the auto-apply credits, please follow these steps:
Step 1: Add the paid invoice to the project
Step 2: Reconnect the payment to the invoice
Learn more about managing projects through this link: Set up and create projects in QuickBooks Online.
Stay in touch with me if there are other things you need to manage in QuickBooks. I'm always right here to help you.
Thank you, but when I edit the invoice and change the customer it clears out everything including the balance.
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