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I invoiced a customer twice for the same job. Do I delete or void the duplicate invoice?

I invoiced a customer twice for the same service. Do I delete or void the duplicate invoice? When would you delete or void -what is the difference?

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Best answer 10-15-2018

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I would void and put a memo note in it that it was a dupl...

I would void and put a memo note in it that it was a duplicate. But you might just make yourself a note first depending on which one the customer pays. If you delete or void  the wrong one and receive payment you will have to bring back or recopy. Make certain the customer knows which is which, maybe if you void, save a off and send it to the customer with apologies.

Voiding and deleting have same effect in current year. Voiding allows a record to be kept of what originally was there (In memo) and if you void something from a prior year QB will offer to create an adjusting entry in current year in case the item was included in p&l

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Established Community Backer ***

I would void and put a memo note in it that it was a dupl...

I would void and put a memo note in it that it was a duplicate. But you might just make yourself a note first depending on which one the customer pays. If you delete or void  the wrong one and receive payment you will have to bring back or recopy. Make certain the customer knows which is which, maybe if you void, save a off and send it to the customer with apologies.

Voiding and deleting have same effect in current year. Voiding allows a record to be kept of what originally was there (In memo) and if you void something from a prior year QB will offer to create an adjusting entry in current year in case the item was included in p&l

OIM

John, I just followed your advice and voided an invoice f...

John, I just followed your advice and voided an invoice from the prior year.  QBO did not offer to create an adjusting entry.  So now both last year and this year are off, and I'll need to make entries in both years to fix this.
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I am having the same issue.  I need to void a duplicate i...

I am having the same issue.  I need to void a duplicate invoice from 2017 but I don't know how to make the adjusting entries on the books.
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Create a credit memo for today's date listing same items...

Create a credit memo for today's date listing same items and amounts that are on the duplicate invoice and apply that credit today against the invoice
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Tom, you can't push button undo a void but you can edit i...

Tom, you can't push button undo a void but you can edit it back to its original form so you dont have extra entries in the previous year. Then today's credit memo can be applied
Established Community Backer ***

"What if the invoice is in the prior year, what is the co...

"What if the invoice is in the prior year, what is the correct way to void a duplicate invoice?"

Do Not Void. You want to Offset it.


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"My concern was that the invoice showed a payment by doin...

"My concern was that the invoice showed a payment by doing the credit memo so I wasn't sure how that affected income."

Yes, they Both show. The invoice is Gross income and the Credit memo is Negative of that gross, and it flows to the accounting based on the Item you use for the write off. You can even list everything on the duplicate invoice, taking into consideration if things already made a bit of a mess for inventory, of course.


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"Voiding and deleting have same effect in current year."...

"Voiding and deleting have same effect in current year."

If it just happened, void or delete is safe. If it was last month, last quarter, or last year, Void/Delete is dangerous because you are changing your history as of the Date on the Invoice, not Current Year. That affects sales and sales taxes, income, etc. If it was from Dec 2016, your Void just changed 2016.

For offsetting in the Current period, you would Offset the duplicate invoice by creating a Refund/Credit Memo, and list the same things on the credit memo, for a current date, and apply that to the unpaid invoice. The Credit Memo is the Reversal of the invoice.


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What if the invoice is in the prior year, what is the cor...

What if the invoice is in the prior year, what is the correct way to void a duplicate invoice?
Established Community Backer ***

Credit memo in current year. If by chance the invoice wa...

Credit memo in current year.

If by chance the invoice was unpaid but you are cash basis it never affected income but it may have affected inventory or sales tax in accrual states. By paying it with a current year credit memo in cash basis both income and reversal of income are in same period, net zero.

If you,are accrual reporting you already included income in prior year even if you were not paid.
Community Explorer **

We are cash basis and the invoice is a duplicate so it is...

We are cash basis and the invoice is a duplicate so it is unpaid.  My concern was that the invoice showed a payment by doing the credit memo so I wasn't sure how that affected income.  Your answer is very helpful.  Thank you!
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Re: I invoiced a customer twice for the same job. Do I delete or void the duplicate invoice?

Delete or Void?

 

Yes. Simple as that. Each action has same effect. However, if you wish to leave a digital trail that gives you a more visible history of what you have done compared to just the audit log then Void and add a memo to it as to it's original purpose and why voided.

 

One caution. If the invoices were both last year and you are accrual and your taxes are done - do not void but instead enter an offsetting transaction in the current year. A credit memo will offset and apply to an invoice.

 

Same reasoning can hold true for checks that are lost or destroyed as long as they are in the current period.

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Re: I invoiced a customer twice for the same job. Do I delete or void the duplicate invoice?

Okay this is very weird. This question showed up in unanswered question feed but was answered 6 months ago. Sorry for duplicating answers. Hope my answers were the same - lol.