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everettcollie
Level 1

Can I modify an invoice members name once payment has been received?

 
1 Comment 1
AileneA
QuickBooks Team

Can I modify an invoice members name once payment has been received?

Hi there, everettcollie. 

  

Thank you for reaching out to the Community. I'm here to help edit invoices after receiving a payment. Modifying receive payment by changing customer name will make different how credits and payments were applied. 

 

To modify the transaction, you can open the invoice you wish to edit and make the necessary edits from there. Once done, the invoice will just show the balance due and the amount of payment made. Just a heads-up that editing invoices after receiving the payment will affect some reports in QuickBooks Online (QBO).

 

To open the invoice:

 

  1. Go to Sales at the left pane.
  2. Select Invoices.
  3. Tap the invoice you wanted to edit.
  4. Click the drop-down arrow under Action.
  5. Press View/Edit.
  6. Make the necessary edits in the Invoice page.

 

Moreover, here's an article you can review on how to modify an invoice and payments in QuickBooks: Manage invoices

 

Please know that you're always welcome to post if you need more help editing transactions in QuickBooks. I'll be around to lend a helping hand. Wishing you and your business continued success.

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