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November 29, 2021
Question

Can I change invoice amount if some partial payments already have been applied?

I have an invoice that has 11 of 12 installments payments made against it.  The final payment is now in and it's a bit more than I'd expected, so I really need to increase the invoice amount to equal the total of all 12 payments.  As it is now, the invoice amount is too low.

 

So, is it okay to go into the invoice and edit the invoice amount to be the new, higher dollar amount?  I fear that since there are already payments applied, that it will do something I might not be anticipating.

2 replies

Rustler
Level 15
November 29, 2021

It would be better to add another service item on the invoice with the amount set to what you need it to be

Level 5
November 29, 2021

Hey markfleming,

 

Nice to see you in the QuickBooks Community! QuickBooks Online will allow you to edit the invoice, but I highly recommend working with your accountant to see if this practice is best for your business. If you don't have an accountant, no worries! We offer a ProAdvisor Service that allows you to connect with experts within your area. Here's how:

 

  1. Select this link to Find An Accountant.
  2. In the Find an expert in section, choose what you're looking for, then use your search field to enter a City or ZIP code.
  3.  Select Search.
  4.  Browse through the results and find one that works best for your business.

 

 

If you have any more questions, don't hesitate to let my team and I know! We are here to lend a helping hand!