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Experienced Member

Can I edit an invoice that was sent to a customer and paid at a lesser amount. There is small remaining balance of approx 114 dollars that I want to remove.

 
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Best answer 06-30-2019

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Established Community Backer ***

Re: Can I edit an invoice that was sent to a customer and paid at a lesser amount. There is small remaining balance of approx 114 dollars that I want to remove.

Do not edit the invoice as that is rarely correct. Instead issue a customer credit memo and apply to invoice. If inventory items were sold or tax collected then inventory items a d sales tax must be on the c.m. otherwise a general discount expense will suffice

2 Comments
Established Community Backer ***

Re: Can I edit an invoice that was sent to a customer and paid at a lesser amount. There is small remaining balance of approx 114 dollars that I want to remove.

Do not edit the invoice as that is rarely correct. Instead issue a customer credit memo and apply to invoice. If inventory items were sold or tax collected then inventory items a d sales tax must be on the c.m. otherwise a general discount expense will suffice

Experienced Member

Re: Can I edit an invoice that was sent to a customer and paid at a lesser amount. There is small remaining balance of approx 114 dollars that I want to remove.

Thank you! The perfect solution... as this was haunting me for days!