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H
herrsignal
May 19, 2022
Question

Changing Prior Qty on an invoice

  • May 19, 2022
  • 3 replies
  • 11 views

Is it possible to change the prior qty amount if I need to make a change to an invoice I sent to a customer.  Let's say that I made an error in the qty I invoiced but only realized it after maybe two more invoices were submitted.  I know I can use the progress button to change the qty's for the invoice but the prior qty remains the same on any new invoices I submit.  I hope I made myself clear.  Thanks for any help

3 replies

C
Candice14
Level 8
May 19, 2022

Good morning, @herrsignal. 

 

Congrats on making your first post here in the Community. 

 

To clarify, are you referring to the quantity of an item on the invoice? If so, yes, you can change the quantity amount as long as the invoice isn't paid.

 

You have one of two choices: 

 

  • Edit the invoice with the correct quantity amount 
  • Delete/void the invoice and recreate it 

 

It's that easy! 

 

This should do the trick. Please let me know if you run into any trouble along the way. Happy Friday Eve!

H
herrsignalAuthor
May 19, 2022

Thank you for the reply.  I am aware of how to change the qty of an invoice but my issue is with progressive invoicing it does not change the prior qty.  

Rubielyn_J
Rubielyn_J
Level 8
May 19, 2022

Thanks for getting to this thread, @herrsignal. Let me help you with your issue with progressive invoicing. 

 

Let's delete and recreate the invoice that has the issue. By doing so, you can modify the Qty from scratch.

 

Here's how you can delete the transaction:

 

  1. Choose the Customers menu.
  2. Select the Customer Center.
  3. Click the Transactions tab and choose Invoices.
  4. From the list, double-click the transaction.
  5. On the invoice page, click the Delete button.

 

Then, you can reenter the invoice with the correct Qty. For detailed steps, please check out this article: Create an invoice in QuickBooks Desktop.

 

If the issue persists, we can use the verify and rebuild data tool to self-identifies and resolve the most commonly known data issues within a company file. For your reference, please utilize this resource: Verify and Rebuild Data in QuickBooks Desktop.

 

Creating an invoice is part of your usual A/R workflow in QuickBooks Desktop. To see the complete list of workflows and other customer-related transactions, see the Accounts Receivable workflows.

 

Please do let us know if you still have concerns with managing your invoices in the program. We’ll be here to help you always. Take care!

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