Invoice

Invoice Online Support >

Invoice: In Desktop, I created an invoice and applied a payment – invoice is marked Paid.  Then I needed to issue a Credit Memo for the full amount and issued a Credit Card Refund so Credit Memo is marked Refunded.  Customer balance is zero. In QB Online, I created an invoice and applied a payment – invoice status is Paid and payment status is closed.  Now I want to do the functional equivalent of what I did in Desktop so the original invoice and payment are kept intact, a credit memo and refund are issued and the Customer balance is zero.  How to do this?

I’m here to help mark the credit memo as refunded in QuickBooks Online (QBO).

 

You should create a check or an expense transaction to offset customer’s open credit. To do so, please follow these steps:

  1. Click on the Plus icon (+).
  2. Under Vendors, choose Check or Expense.
  3. In the Account column, choose Accounts Receivable.
  4. Enter the credit in the Amount column.
  5. In the Customer column, choose the […]

Resolution for 'Invoice issue: 'In Desktop, I created an invoice and applied a payment – invoice is marked Paid.  Then I needed to issue a Credit Memo for the full amount and issued a Credit Card Refund so Credit Memo is marked Refunded.  Customer balance is zero. In QB Online, I created an invoice and applied a payment – invoice status is Paid and payment status is closed.  Now I want to do the functional equivalent of what I did in Desktop so the original invoice and payment are kept intact, a credit memo and refund are issued and the Customer balance is zero.  How to do this?' available: Yes.

The Invoice issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'In Desktop, I created an invoice and applied a payment – invoice is marked Paid.  Then I needed to issue a Credit Memo for the full amount and issued a Credit Card Refund so Credit Memo is marked Refunded.  Customer balance is zero. In QB Online, I created an invoice and applied a payment – invoice status is Paid and payment status is closed.  Now I want to do the functional equivalent of what I did in Desktop so the original invoice and payment are kept intact, a credit memo and refund are issued and the Customer balance is zero.  How to do this?', click the link below:

Details

Invoice: I just bought a client list and I’m wondering if there’s a way to import their invoice/billing history so I can see how much they were charged in the past… or answer their questions about previous invoicing. Is there a way to do that? Both the old company and mine are using QBO. Thanks!

It’s nice to have you again in the Community. I can help share some information about importing invoices and billing transactions.

 

At this time, we don’t have the option yet to import these transactions into a new QuickBooks Online account. The only way, for now, is to manually add these transactions […]

Resolution for 'Invoice issue: 'I just bought a client list and I’m wondering if there’s a way to import their invoice/billing history so I can see how much they were charged in the past… or answer their questions about previous invoicing. Is there a way to do that? Both the old company and mine are using QBO. Thanks!' available: Yes.

The Invoice issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'I just bought a client list and I’m wondering if there’s a way to import their invoice/billing history so I can see how much they were charged in the past… or answer their questions about previous invoicing. Is there a way to do that? Both the old company and mine are using QBO. Thanks!', click the link below:

Details

Invoice: Is there a way to hide rows with zero amounts when using a progress invoice?

Hope you’re having a great day. The ability to hide zero amounts when viewing Invoices in QuickBooks Online isn’t available at this time. For now, you’ll always see these amounts on Invoices.

Head over to our blog to keep up-to-date on all things QuickBooks. We post all kinds of interesting […]

Resolution for 'Invoice issue: 'Is there a way to hide rows with zero amounts when using a progress invoice?' available: Yes.

The Invoice issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'Is there a way to hide rows with zero amounts when using a progress invoice?', click the link below:

Details

Invoice: We have projects lasts for months and issue the 3 invoices : 50% when contract signed, 30% when order shipped and 20% when order delivered. We also pay the vendor in progress: 50% / 50%. However, we want to record the revenue and cost at the month when contract signed and 50% deposit received. Estimates couldn’t help in this case since the estimate is not reported in balance sheet or income statement of the month. Please advise if QBO has function that supports progress invoicing.

Non refundable deposits are income when received so that is not a problem

I understand what you are wanting to do, but unless you report on accrual it can not be done.

And if you do report on accrual basis then you need to invoice for the full amount and accept a […]

Resolution for 'Invoice issue: 'We have projects lasts for months and issue the 3 invoices : 50% when contract signed, 30% when order shipped and 20% when order delivered. We also pay the vendor in progress: 50% / 50%. However, we want to record the revenue and cost at the month when contract signed and 50% deposit received. Estimates couldn’t help in this case since the estimate is not reported in balance sheet or income statement of the month. Please advise if QBO has function that supports progress invoicing.' available: Yes.

The Invoice issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'We have projects lasts for months and issue the 3 invoices : 50% when contract signed, 30% when order shipped and 20% when order delivered. We also pay the vendor in progress: 50% / 50%. However, we want to record the revenue and cost at the month when contract signed and 50% deposit received. Estimates couldn’t help in this case since the estimate is not reported in balance sheet or income statement of the month. Please advise if QBO has function that supports progress invoicing.', click the link below:

Details

Invoice: I just noticed my october invoice shows ‘unpaid’ when my vendor paid. how do i change ‘unpaid’ to paid?

Thanks for reaching out to the Community. I’ll be happy to explain how to mark an invoice as paid.

To do this:

1) Click on the Plus icon, and then select Receive Payment.

2) Choose your customer.

3) Select Check as the Payment method.

4) Check the invoices you want to mark as paid.

5) Once […]

Resolution for 'Invoice issue: 'I just noticed my october invoice shows ‘unpaid’ when my vendor paid. how do i change ‘unpaid’ to paid?' available: Yes.

The Invoice issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'I just noticed my october invoice shows ‘unpaid’ when my vendor paid. how do i change ‘unpaid’ to paid?', click the link below:

Details

Invoice: Good morning! I have a question about creating an invoice. We have a client we are making products for, but there are also several items we are simply being reimbursed for– taxes/customs fees/shipping costs, etc. What is the best way to categorize these line items? They are not inventory and the non-inventory’ forces me to check that I am selling this to my customer, but that is not the case. Any feedback?

I hope you’re enjoying your Friday.

I have a suggestion that you can use for this. I recommend recording these as an expense. You can take each of the items you listed above and enter them as a category expense rather than an item expense. Then you could mark them billable […]

Resolution for 'Invoice issue: 'Good morning! I have a question about creating an invoice. We have a client we are making products for, but there are also several items we are simply being reimbursed for– taxes/customs fees/shipping costs, etc. What is the best way to categorize these line items? They are not inventory and the non-inventory’ forces me to check that I am selling this to my customer, but that is not the case. Any feedback?' available: Yes.

The Invoice issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'Good morning! I have a question about creating an invoice. We have a client we are making products for, but there are also several items we are simply being reimbursed for– taxes/customs fees/shipping costs, etc. What is the best way to categorize these line items? They are not inventory and the non-inventory’ forces me to check that I am selling this to my customer, but that is not the case. Any feedback?', click the link below:

Details

Invoice: Can anyone tell me is it possible to edit recurring invoices in batches? I have over 100 invoices set up to reoccur monthly and I want to edit all of them to include the paypal payments option and to make them generate 7 days in advance. Can I edit them all at the same time and if so how? Really appreciate your help!

Editing recurring invoices in batch is unavailable. You’ll have to edit them manually.

I’ll forward this idea to our engineers to have this option added in the future.

You might want to check out this helpful article for your reference: How to edit a recurring template.

Resolution for 'Invoice issue: 'Can anyone tell me is it possible to edit recurring invoices in batches? I have over 100 invoices set up to reoccur monthly and I want to edit all of them to include the paypal payments option and to make them generate 7 days in advance. Can I edit them all at the same time and if so how? Really appreciate your help!' available: Yes.

The Invoice issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'Can anyone tell me is it possible to edit recurring invoices in batches? I have over 100 invoices set up to reoccur monthly and I want to edit all of them to include the paypal payments option and to make them generate 7 days in advance. Can I edit them all at the same time and if so how? Really appreciate your help!', click the link below:

Details

Invoice: What is this Block with “Books By Bessie” around the “Create Invoice” on my Estimates?

Thanks very much for reporting the issue.  What you’re seeing is a bug. This image was intended for a different screen. Due to the bug, in certain flows, the “Create Invoice” button on the estimate screen got replaced by this image.Create Invoice

This issue has been fixed and got released today. […]

Resolution for 'Invoice issue: 'What is this Block with “Books By Bessie” around the “Create Invoice” on my Estimates?' available: Yes.

The Invoice issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'What is this Block with “Books By Bessie” around the “Create Invoice” on my Estimates?', click the link below:

Details

Invoice: I am using Quickbooks Online, usually the Windows Desktop client. I have a customer with multiple current projects. I have issued a final invoice for each project. The customer has elected to pay their total balance with multiple checks in order to utilize multiple checking accounts, and the check amounts do not match the individual invoice amounts, but they do cover the entire remaining balance on the customer’s account. How do I account for the mismatched payments and keep everything neatly linked to the invoice and the downloaded bank transactions?

Enter a receive payment for each check and select any portions of that customer’s invoices that add up to that particular check. You are not restricted to posting a payment only for a full amount.

Post the checks to Undeposited Funds, then create a Deposit that includes these and equals your […]

Resolution for 'Invoice issue: 'I am using Quickbooks Online, usually the Windows Desktop client. I have a customer with multiple current projects. I have issued a final invoice for each project. The customer has elected to pay their total balance with multiple checks in order to utilize multiple checking accounts, and the check amounts do not match the individual invoice amounts, but they do cover the entire remaining balance on the customer’s account. How do I account for the mismatched payments and keep everything neatly linked to the invoice and the downloaded bank transactions?' available: Yes.

The Invoice issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'I am using Quickbooks Online, usually the Windows Desktop client. I have a customer with multiple current projects. I have issued a final invoice for each project. The customer has elected to pay their total balance with multiple checks in order to utilize multiple checking accounts, and the check amounts do not match the individual invoice amounts, but they do cover the entire remaining balance on the customer’s account. How do I account for the mismatched payments and keep everything neatly linked to the invoice and the downloaded bank transactions?', click the link below:

Details

Invoice: I am unable to trace my written off invoices? Where can I see the list of previously written off invoices? Also is it possible to write off last year’s invoice 2018 as if it happened in 2019? If I can’t, how can I undo the written off-invoice? Thank you for the help

We can go back to the payment that links the credit memo and the affected invoice. We just need to make sure that the Payment date is 2019.

First, we’ll need to locate the affected invoice. There are many ways to look for the invoice. We can use reports, the Search […]

Resolution for 'Invoice issue: 'I am unable to trace my written off invoices? Where can I see the list of previously written off invoices? Also is it possible to write off last year’s invoice 2018 as if it happened in 2019? If I can’t, how can I undo the written off-invoice? Thank you for the help' available: Yes.

The Invoice issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'I am unable to trace my written off invoices? Where can I see the list of previously written off invoices? Also is it possible to write off last year’s invoice 2018 as if it happened in 2019? If I can’t, how can I undo the written off-invoice? Thank you for the help', click the link below:

Details