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Can I add changes to paid invoice w/reflects original invoice had 10 purple @ $5, but when complete we had planted 5 purple @ $5 & 3 blue plants at $10 & 2 yellow@ $15

a change order is what i would think this would be??
2 Comments
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QuickBooks Team

Can I add changes to paid invoice w/reflects original invoice had 10 purple @ $5, but when complete we had planted 5 purple @ $5 & 3 blue plants at $10 & 2 yellow@ $15

Hi there, darrelllwilliams.

 

Currently, creating a change order from a paid invoice is only available in QuickBooks Desktop (Contractor Edition).

 

For now, you can change the quantity and rate on the paid invoice to reflect the 10 purple items. However, editing invoices after receiving the payment will affect the customer's balance and some reports in QBO.

 

After that, I suggest creating a customer statement. This helps customers show a summary of their invoices, payments, credits, and balances.

 

Here's how:

 

  1. Click Sales at the left panel. Then choose the Customers tab.
  2. Select the checkboxes for the customer or customers you want to make statements.
  3. From the Batch actions drop-down arrow, select Create statements.
  4. Choose the type of statement you'd like to make in the Statement Type drop-down list.
  5. Fill in the other necessary fields and hit Apply.
  6. Click the  SaveSave, and CloseSave and send, or Print or Preview.

 

For additional information, please check this article: Create and view customer statements. This article also provides on how to customize and other uses of statements.

 

I can see the importance of this feature in your business. Rest assured, I'll take note of the feedback and submit this along to our Product Development team. They're constantly looking for great ideas from users, like yourself when deciding how to enhance QuickBooks.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

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Community Champion

Can I add changes to paid invoice w/reflects original invoice had 10 purple @ $5, but when complete we had planted 5 purple @ $5 & 3 blue plants at $10 & 2 yellow@ $15

Despite staff not certain what can be done, you can edit any invoice at any time. Here are some basic rules.

 

1. you can change all internal details of a paid invoice as long as the total does not change.

2. a paid invoice whose payment resides in Undeposited Funds can even have total changed and the recorded payment will either be too short or too much

3. If the payment for a paid invoice has been deposited (in QB) it must be removed from the deposit before you can edit the invoice total

4. trick to removing payment (removing line item from deposit) is to remove it (deletion of a payment from deposit whose source was Undeposited Funds returns to Unddeposited Funds) and enter a placeholder dummy amount to save the deposit with the correct reconciled total. Then reverse the actions.  This holds true as well if all you need to do is reallocate a processed payment to different invoices

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