cancel
Showing results for 
Search instead for 
Did you mean: 
Annamaria1923
Level 3

Cancel invoice due to order cancellation

A customer has canceled an order which was already invoiced. What is better, voiding the invoice or issuing a credit memo?
Solved
Best answer May 21, 2024

Best Answers
Qualpro
Level 2

Cancel invoice due to order cancellation

It’s better to issue a RMA and then a credit memo so you can track the transaction. Always put notes why the CM was issued. 
if the invoice was just for services then it’s easy. But if inventory was shipped and then returned etc., you will also need to adjust the inventory which the CM will force you to do. 
Thanks. 

View solution in original post

7 Comments 7
Qualpro
Level 2

Cancel invoice due to order cancellation

It’s better to issue a RMA and then a credit memo so you can track the transaction. Always put notes why the CM was issued. 
if the invoice was just for services then it’s easy. But if inventory was shipped and then returned etc., you will also need to adjust the inventory which the CM will force you to do. 
Thanks. 

Sherrie_F
QuickBooks Team

Cancel invoice due to order cancellation

Thanks for bringing your concern here in the Community about managing your invoices, Anna.

 

Yes, I do agree with what @Qualpro stated.

 

In QuickBooks Online (QBO), you can issue a credit memo to keep the original invoice accessible for future reference or audits. This way, the credit memo will then document the reason for reducing your customer's balance due. It also allows you to adjust inventory by entering the quantity of the returned items for accurate inventory management.

 

However, voiding the invoice would also zero out the amount. Keep in mind that it will result in the loss of some details from the original order, providing less documentation for future reference.

 

Additionally, here's an article you can browse in case you want to generate and send the same invoice to multiple customers: Create the same invoice for your customers in your QuickBooks Online account

 

Please know that you're always welcome to reach out for further inquiries about managing invoices in QBO. I'd be glad to assist you 24/7. Stay safe!

Annamaria1923
Level 3

Cancel invoice due to order cancellation

Is it imperative to issue a RMA or with a credit memo is ok? 

LeizylM
QuickBooks Team

Cancel invoice due to order cancellation

Canceling invoices due to order cancellations is common situation that businesses face, Annamaria. I'll share the best way to handle this in QuickBooks. 

 

In QuickBooks Online (QBO), whether you issue a Return Merchandise Authorization (RMA) or a credit memo when canceling an invoice due to an order cancellation depends on your business-specific processes and needs. 

 

However, the Return Merchandise Authorization (RMA) feature is unavailable in QuickBooks. What you can do is issue a credit memo in QBO to reflect the cancellation and provide a credit to the customer account.

 

Here's how to create a credit memo in QBO:

 

  1. Click the Plus (+) icon and select Credit Memo.
  2. Choose the customer name.
  3. Enter the Credit Memo Date.
  4. Fill in the necessary information.
  5. Click Save and close.

 

For your reference, you can check out this article: Apply a credit memo, credit, or refund to a customer.

 

Additionally, you can refer to these articles about managing your invoices:

 

 

If you require assistance with managing your invoices, please feel free to get in touch with me once more. I'm here to guarantee that your tasks are completed seamlessly.

CROCK2CRIO
Level 1

Cancel invoice due to order cancellation

I canceled my account several months ago!

why am I still getting billed

Just_me
Level 11

Cancel invoice due to order cancellation

Because QB is full of thievery and fraud.  

The same thing has happened to a VERY large number of  people.  I have seen a LOT of threads here in the community about it, and how they are struggling to get their money back AND stop the charges.  

 

My advice is to get rid of the credit card they have had on file for your payments, and get a new one.  Make sure your bank knows about the issue, and tell them they are fraudulent charges. 

 

Good luck. 

Jovelyn_M
QuickBooks Team

Cancel invoice due to order cancellation

I understand the frustration you're feeling right now, CROCK2CRIO. Being billed for a product, even though it is already cancelled is very overwhelming. Let me share some relevant information why you are still being billed.

 

Just to let you know, once your account is canceled, you should not incur any charges unless you have another active account. To ensure your account has been successfully canceled, please double-check your subscriptions and billing details. If you notice that your account is still active, this could explain why you are still receiving charges it likely means the cancellation was not processed successfully.

 

You can also use our "Look Up a Charge" feature to view detailed billing details. Also, you may contact our support team to verify its origin and receive a detailed explanation of the QuickBooks Online billing.

 

Here's how:

 

  1. Go to the (?) Help menu. Located at the upper right corner of the screen.
  2. Type in Talk to a human, then press Enter.
  3. Choose Contact Support Team.
  4. Type again Talk to a human and click Contact Support Team.
  5. Choose a way to connect with us.

 

Additionally, here is a resource to inform you about what happens to your data after this process, please refer to the following resource: What happens to my QuickBooks Online data after I cancel?

 

You can get back here in the Community space if you have further questions related to QuickBooks refund, etc. I'm ready to help in any way I can.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us