Can I edit an invoice I have already sent (2024)

‎January 30, 202305:46 PM

• QuickBooks Online

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MirriamM

Yes, you can @steveallon69-gma. I'd be happy to show you how.

1. In the left menu, clickSales.
2. Go to theInvoicestab.
3. Locate the Invoice.
4. Click the drop-down arrow underAction.
5. SelectView/Edit.
6. Make the necessary changes.
7. ClickSave and close.

It will impact your VAT return if you claim VAT and have already filed that period. Similarly, if you use the reconcile tool and have closed of that period it will impact the reconcile especially if you are changing amounts.

To help you process customer payments, you can see this article for a guide:Record invoice payments in QuickBooks Online.

If you want to personalise your sales forms in the future, here's a great resource that you can visit for more information:Customise invoices, estimates, and sales receipts in QuickBooks Online.

Let me know if you have follow-up questions or clarifications when managing your invoices in QuickBooks Online. I'll be in touch. Keep safe!

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Hi@steveallon69-gma

While you can - it isn't good practice.

Make sure that customer agrees & only uses the latest version for their records.If the invoice is in a closed VAT quarter then definitely don't do it - it'll mess up other things.

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