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Level 2

I need to adjust a customer's invoice amount.

I under charged a customer on an invoice.  The customer sent the correct amount and it was applied to the invoice and deposited.  Customer now has a negative account balance.  I would like to adjust the original invoice to reflect the correct charge and bring customer's balance to zero.  Quickbooks does not want to do this since the deposit has been made on a "paid" invoice.
What is the best approach to adjust customer's balance to zero?
Solved
Best answer 12-10-2018

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Highlighted
Level 8

I need to adjust a customer's invoice amount.

QB will always warn that payments have been applied to the invoice, disregard and edit the invoice or generate another for the balance and apply the credit from receive payments

View solution in original post

3 Comments
Highlighted
Level 8

I need to adjust a customer's invoice amount.

QB will always warn that payments have been applied to the invoice, disregard and edit the invoice or generate another for the balance and apply the credit from receive payments

View solution in original post

Highlighted
Level 2

I need to adjust a customer's invoice amount.

Yes.  Thank you.  Created a new invoice and applied the credit.  No deposit was recorded and all is well.
Highlighted
Level 8

I need to adjust a customer's invoice amount.

Excellent!

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