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Best answer November 12, 2020
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Welcome to the Community, usermk.
You can delete invoices if there's invalid duplicates in your books.
Here's how:
1. In the left navigation bar, go to Sales, then Customers.
2. Click on a customer's display name to open their profile.
3. Locate and open a duplicate transaction.
4. Hit More.
5. Press Delete.
6. Select Yes.
Now your duplicate invoice will be deleted. Repeat these steps for each incorrect record until they're all removed from QuickBooks.
I've included a helpful resource where you'll be able to find more information about managing invoices: Void or delete transactions
I'll be here to assist if there's any additional questions. Have a great day!
Hello @usermk,
Let me help share information about how your customer's transaction is posted in the system.
You're on the right track. The payment will show you the negative amount in relation to the invoice with the positive one. As lone as your customer balance is zero, you've entered all the transactions correctly.
That being said, you can identify the balance of your customer by looking into the amounts under the New Transaction button. Here's a screenshot for your visual reference:
Additionally, I've got you this helpful article for the steps in creating a document showing all transactions you have with your customers: Create and view customer statements.
If you have any other questions, please let us know by leaving any comments below. Stay safe!
Welcome to the Community, usermk.
You can delete invoices if there's invalid duplicates in your books.
Here's how:
1. In the left navigation bar, go to Sales, then Customers.2. Click on a customer's display name to open their profile.3. Locate and open a duplicate transaction.
4. Hit More.
5. Press Delete.
6. Select Yes.
Now your duplicate invoice will be deleted. Repeat these steps for each incorrect record until they're all removed from QuickBooks.
I've included a helpful resource where you'll be able to find more information about managing invoices: Void or delete transactions
I'll be here to assist if there's any additional questions. Have a great day!
Hello @usermk,
Let me help share information about how your customer's transaction is posted in the system.
You're on the right track. The payment will show you the negative amount in relation to the invoice with the positive one. As lone as your customer balance is zero, you've entered all the transactions correctly.
That being said, you can identify the balance of your customer by looking into the amounts under the New Transaction button. Here's a screenshot for your visual reference:
Additionally, I've got you this helpful article for the steps in creating a document showing all transactions you have with your customers: Create and view customer statements.
If you have any other questions, please let us know by leaving any comments below. Stay safe!
