How do I recreate an invoice that was billed? I added multiple customers to the same invoice and all but that last were included. Now I cannot rebill for the ones cut out

bernadetteshetrone · ‎November 19, 2024

I have 10 customers on the same account and wanted all their bills on the same invoice. What I ended up with is the balance for only one customer. All but the last customer says "converted" with a zero balance which is incorrect. I cannot rebill individually to pull each customer's balance back up nor can I change the invoice. How do I undo this or re-add the billable time into separate invoices. In the desktop version, all I had to do was go back in and check the boxes for the time charge. This is not possible in the online version.

ShyMae

Hello, Bernadette. Billing your customers accurately for time charges is crucial for your business's success and fostering your client's trust. I'm confident that we can work this out together.

As the option to undo the action is unavailable in QuickBooks Online, we can delete the invoice and add all the associated time charges.

Here's the step-by-step guide:

Head to the Sales menu, then the Customers tab.
Click your preferred customer.
You'll notice the corresponding time charges listed. When an item has a Converted status, it indicates that it has been successfully added or linked to the invoice, resulting in a zero balance on your end. On the other hand, if an item has an Open status, it means it has not been included.
Locate the corresponding invoice, then click the dropdown icon in the Action column.
Hit Delete.

After following these steps, recreate the invoice. Please see the attached sample screenshot for visual reference.

On the other hand, please know that QuickBooks Desktop and QuickBooks Online are two separate platforms. Each one has unique features and tools that the other doesn't offer.

Moreover, once your customer has remitted payment for the invoice you've issued, it's essential to record it to maintain accurate accounting records.

I'm always here to help you optimize your experience with the software and ensure you have the tools to succeed in your business. If you need further help managing your invoices, add a comment below. Wishing you a productive day ahead, Bernadette.