Deleted an invoice to start over, but the estimate never reset and now shows the full amount has been invoiced. And there is no associated invoice. How do I fix this?

Hello there, @doug-leepa.

Deleting an invoice linked to an estimate will not reset the estimates' status to Pending. However, it will show as Accepted. You need not worry, you can recreate the invoice and link it to the same estimate. I can guide you on how to do it.

1. Go to the Sales menu.
2. Choose the Customers tab.
3. Double-click on the name of the customer.
4. Locate the estimate you want to work on.
5. From the Actions column, click the Create Invoice link.
6. Set how much do you want to invoice. 
7. Click the Create Invoice button.
8. Review the invoice details. 
9. Hit Save and Close.

The estimate will show a Close status once you have completely linked it to an invoice. You can read through this article for more detailed instructions: Set up and send progress invoices in QuickBooks Online.

Always feel free to leave your comments below if you have other questions about managing and converting your estimates. I'm just a few clicks away.

Greetings, @doug-leepa.

Making sure you're able to manage your sales transactions is my priority. Have you tried the resolution I've shared? Were you able to successfully recreate and link the new invoice to your accepted estimates?

Know the Community has your back. I’m also here to lend a helping hand. Have a great day ahead.

I have the same problem. Did you manage to fix it???

Hello Sil6!

Thanks for commenting on the thread. I'd like to clarify that is working as designed, and all you want to do is to go back to the estimate and create an invoice from it. You can follow the step that IamjuViel shared.

If you have other questions in mind, feel free to go back to this thread. Take care and have a good day!

I don't think you understand the issue. If I run the report "Estimates & Progress Invoicing Summary by Customer Report", there are estimates that show 75% of the estimate has been invoiced, but there is no invoice.

How do we "reset" the estimate to show that 0% has been invoiced?

Is there a way to do this so that reporting is accurate?

This is a pretty major flaw in the design of estimates and the relation to linked invoices. The estimates should update as changes are made to the linked invoices.

Thanks,

Jason

Let me help share how you can reset an estimate, @jasonashaw.

Before we begin, I tried recreating your issue based on how you describe it in this post to make sure we are on the same page.

Created an invoice from an estimate and deleted it. Going back to the estimate, it reflects the correct report that no invoice has been linked.

Since this is not how your report displayed your estimate, let's consider deleting and recreating it instead. You can do so by following the steps below:

1. Go to All Sales from the Sales navigation panel.
2. Select Filter.
3. Under Type, select Estimates.
4. Choose Apply.
5. Find and open the estimate in question.
6. On the More menu, select Delete.
7. Click Yes.

From here, go ahead and recreate your customer's estimate. Make sure to enter the correct date and items used by following the steps in this article: Create Estimates in QuickBooks Online.

You may also read this reference in case you need help with how to personalize and add specific info to your sales forms: Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online.

It'll always be my pleasure to help if you got questions other than the concern about your estimate. Use the Reply button below and leave your comment so that I can further assist you. Stay safe!

I had a similar issue. What I did is, first I made a copy of the estimate. Then I deleted the original estimate. Applied the original estimate number and date created to the copy and I was able to create an invoice. The old, deleted invoice amounts were not on the copy I made. Hope this helps!