We need to make changes on prior year invoices and wanted to get a revised invoice. How do we go about it?

Hi there, @controller2!

You have the option to change the details of your customer's invoices. I'll be happy to help you accomplish this.

Please know that making any changes on the invoices amounts and line items may unbalance your books. With this, I suggest contacting your accountant for further instruction and guidance.

Nevertheless, here's how you can change the details of your customer's invoices:

1. Go to the Sales page.
2. Select Invoices.
3. Find and click to open any invoice you want to edit.
4. Click Save and close to confirm the changes.

Once done, you'll be able to change the details of your invoices.

Here's an article you can read to learn more about what you can do with invoices:

• How to Customize Invoices, Estimates, and Sales Receipts?
• How to Create a Recurring Invoice and Manage Recurring Transactions?

It'll be always my pleasure to help if you here in the Community if you have any other questions. Have a great day!

Hi @controller2 ,

Lynda and I wanted to dive in a little bit deeper to discuss some of the important theories behind why you should or should not make changes into a prior accounting period.  We hope this helps out!!

@ParkwayInc 

Thanks for the laugh this morning. post a link for a video that is not live, but is scheduled for later in the day :-)

Would have been even better on April fools day

@controller2 

An invoice is a final sale, posting income, perhaps expense if inventory was used, and perhaps sales tax too.  Changing the invoice will impact on those areas.  And if sales tax tax for that period has already been paid, that is another wrinkle to think about.

Last years invoices feed the P&L and balance sheet used for tax filing, assuming no taxes have been filed yet, you could do that I guess.

QB does not have anything resembling a revised or "corrected copy" invoice, so that is problematic.  Your customer already has one copy, to change it and send another is liable to really confuse the A/P clerk / owner at the minimum.

Might be better to issue a credit memo if you are lowering the invoice amount, or an additional invoice if charges were omitted.