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Experienced Member

I need to edit my invoice that was sent erroneously. What should I do? Thank you, ops

The first invoice had a downpayment. The second invoice repeated itself instead of the monthly payment due.
1 Comment
QuickBooks Team

Re: I need to edit my invoice that was sent erroneously. What should I do? Thank you, ops

It’s great to see you in the Online Community, 2017ops1.


Editing the invoices can help correct the data sent to your customer.


All you have to do is open each transaction and update the information from there. The steps are as easy as 1,2,3.

 

  1. Sign in first to your QBO company.
  2. Go to the Sales menu on the left panel and choose the Customers option.
    stl.png
  3. Click on the customer’s name to view the Transaction List page.
    stl1.png
  4. On the Transaction List page, mark the box for the invoice you’re trying to edit.
    stl2.png
  5. Edit the information on the Invoice page.
    stl3.png
  6. Click on Save.

If you mean that the second invoice has been duplicated, void the other one and then modify the details. You can simply follow the steps mentioned above.

 

For additional reference, I'm attaching a link with detailed instructions on how to find 

transactions in QBO.

 

Your customer should see the updated information on the invoice.  

 

Keep me posted with the outcome after following these steps. I’m always right here to assist further.