How to cancel an invoice that was sent to the client and needs corrections and is unpaid by client?

SmartTe · ‎June 29, 2023

Customer has identified corrections needed in an invoice I had sent (as pdf, not through Quickbooks). They have requested me to submit a cancel invoice or credit memo to offset invoice sent earlier. How should I proceed with this request?

JessT · ‎June 29, 2023

Hi SmartTe!

I hope you're having a great morning! It's good your client noticed that something needs to be changed on your invoice before having it paid. I'll guide you through canceling the invoice and sending it with an updated status.

What we can do is void the invoice to show that it has been cancelled. Then, download the PDF copy with the VOID status and email it to your client.

Open the invoice and click More.
Choose Void and choose Yes, void transaction.
Open the invoice voided invoice.
Choose Print or Preview and select Print or Preview.
Click the download icon to save a PDF copy.

You can also give your client a statement so they know their balance. Please refer to this article: Create and send customer statements in QuickBooks Online.

Feel free to reply to my answer if you have any other questions about issuing a canceled invoice to your client. I'm just around to help.

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JessT · ‎June 29, 2023

Hi SmartTe!

I hope you're having a great morning! It's good your client noticed that something needs to be changed on your invoice before having it paid. I'll guide you through canceling the invoice and sending it with an updated status.

What we can do is void the invoice to show that it has been cancelled. Then, download the PDF copy with the VOID status and email it to your client.

Open the invoice and click More.
Choose Void and choose Yes, void transaction.
Open the invoice voided invoice.
Choose Print or Preview and select Print or Preview.
Click the download icon to save a PDF copy.

You can also give your client a statement so they know their balance. Please refer to this article: Create and send customer statements in QuickBooks Online.

Feel free to reply to my answer if you have any other questions about issuing a canceled invoice to your client. I'm just around to help.

SmartTe · ‎July 01, 2023

Thank you

jw-15 · ‎August 08, 2023

I need to do the same, but I've already deleted the invoice

jw-15 · ‎August 08, 2023

I need to do the same but I've already deleted the invoice.

Adrian_A · ‎August 08, 2023

Hi, jw-15.

I'm here to help how you can re-enter the deleted invoice.

Since you've already deleted the unpaid invoice, you may reach out to your client to disregard the previous transaction. From there, you can resend a new one with the correct details. In case you're unsure of all the information, you can use the Audit log as yur reference.

Here's how to resend the invoice:

From the + New tab, select Invoice.
Select a customer's name including the Customer email.
Enter the necessry details.
Click Save and send.

I've also added this article if you want to take and process payments online: Accept electronic customer payments for online invoices and in-person sales.

I'm always around whenever you have concerns managing invoices.

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How to cancel an invoice that was sent to the client and needs corrections and is unpaid by client?