Invoices

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Invoices: Customer paid in cash but the owner kept the cash for expenses (petty cash). How do I close the invoice?

Ideally, if a customer pays in cash (immediate payment), you will enter the sales transaction as a sales receipt. Since you’ve created an invoice, you have to link the payment and then deposit it to the Petty Cash account.

 

I’ll show you how:

  1. On the top menu, click the Plus icon.
  2. Choose Receive Payment.

Resolution for 'Invoices issue: 'Customer paid in cash but the owner kept the cash for expenses (petty cash). How do I close the invoice?' available: Yes.

The Invoices 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 Invoices issue yourself by looking for a resolution described in the article. If it is a complex Invoices issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoices support options.

For more information about resolving issues related to Invoices in Quickbooks/QBO or to get support for the issue 'Customer paid in cash but the owner kept the cash for expenses (petty cash). How do I close the invoice?', click the link below:

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Invoices: Hi, Another day, another question. When sending an invoice, is there a way to set up which account should be used for payment? For example, I have 4 different accounts and when I send an invoice I would like the funds to be deposited into one of these 4 accounts. Is there a way to do that? I will be really grateful

Hello,

 

If your customer is paying the invoice online through QuickBooks, then you can select which bank account the funds are deposited into, but you can only use 1 account for ALL payments.

 

If you’re recording the payments manually into QuickBooks and then taking the cash/checks to the bank to deposit, then […]

Resolution for 'Invoices issue: 'Hi, Another day, another question. When sending an invoice, is there a way to set up which account should be used for payment? For example, I have 4 different accounts and when I send an invoice I would like the funds to be deposited into one of these 4 accounts. Is there a way to do that? I will be really grateful' available: Yes.

The Invoices 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 Invoices issue yourself by looking for a resolution described in the article. If it is a complex Invoices issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoices support options.

For more information about resolving issues related to Invoices in Quickbooks/QBO or to get support for the issue 'Hi, Another day, another question. When sending an invoice, is there a way to set up which account should be used for payment? For example, I have 4 different accounts and when I send an invoice I would like the funds to be deposited into one of these 4 accounts. Is there a way to do that? I will be really grateful', click the link below:

Details

Invoices: I submitted an invoice to a client who now wishes to cancel the contract. Some of the services have already been provided so I need to raise an invoice to cover this lower amount. What is the best way to do this in QB so that the reporting is accurate and doesn’t show the original invoice amount as AR?

Great question!  You have a couple of options on how to handle this.  You can either void the existing invoice and create a new one with the services provided, or you can just edit the existing invoice, remove the items that haven’t been provided, and re-send to the client.

Resolution for 'Invoices issue: 'I submitted an invoice to a client who now wishes to cancel the contract. Some of the services have already been provided so I need to raise an invoice to cover this lower amount. What is the best way to do this in QB so that the reporting is accurate and doesn’t show the original invoice amount as AR?' available: Yes.

The Invoices 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 Invoices issue yourself by looking for a resolution described in the article. If it is a complex Invoices issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoices support options.

For more information about resolving issues related to Invoices in Quickbooks/QBO or to get support for the issue 'I submitted an invoice to a client who now wishes to cancel the contract. Some of the services have already been provided so I need to raise an invoice to cover this lower amount. What is the best way to do this in QB so that the reporting is accurate and doesn’t show the original invoice amount as AR?', click the link below:

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Invoices: The Invoices and Received Payments do not give a total at the bottom, I always have to do that manually, is there a way to get this total in the report itself?

Invoices and Received Payments Report—this is supposed to be a great report but unfortunately, someone designed this report very poorly and not a useful financial tool at this time.

 

If you’re looking total received payment, I would use the left Sales panel and select All Sales and here you can filter […]

Resolution for 'Invoices issue: 'The Invoices and Received Payments do not give a total at the bottom, I always have to do that manually, is there a way to get this total in the report itself?' available: Yes.

The Invoices 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 Invoices issue yourself by looking for a resolution described in the article. If it is a complex Invoices issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoices support options.

For more information about resolving issues related to Invoices in Quickbooks/QBO or to get support for the issue 'The Invoices and Received Payments do not give a total at the bottom, I always have to do that manually, is there a way to get this total in the report itself?', click the link below:

Details

Invoices: I have previously used Excel to keep records for selling/costs, but now I have Quickbooks Online, and am contemplating using the Quickbooks Pro 2019 standalone software. What I am looking for is how to correctly set up the books from the start. We have several female and male dogs that we breed, and the females will have litters. We also have to pay for a stud service from overseas, for the line that we are choosing to continue next generation. Each litter would/could have a different male (our own stud or we outsource), so I am wondering how to correctly set up the vendors/jobs/general costs/costs of goods sold/etc. There are tests and fees for showing our dogs that we breed, but would that be COGS or something else because we are not selling the mother dogs, and only the puppies? If so, are those costs divided into the litter pups individually? So to that point, would we set up a new client for each puppy we sell to, or as a litter as a whole (say 10 puppies) and then that mother/father combo as the job, and that job had 10 invoices connected to it? The other thing in question would be the costs that we have for any dog that does not pass 100% of their tests, at which point we will not breed with that dog unless it is 100% passing all our testing. Therefor there will be no income from that dog, and only expenses. What would that be classified as or how to mark it? If never sold, it cant be a COGS, so how would I record it on the books? We would have ~2 years of expenses before they can get fully tested and certified. We also had to build things, which is used by all the dogs, and of course dog food and other items. What I am unclear about is what is the difference between COGS and general costs, as well as how do we correctly set up the sale of the puppies (invoices) from a female dog’s litter. Does it make sense to separate each individual litter, or each puppy, or each mother dog?

You need to review your operations with your own CPA, if you intend to do your own Bookkeeping. They will help you learn what is Expenditure as Asset, or COGS or general operating Expense. That is important for You to know, not us. And your Tax Entity Type also matters. […]

Resolution for 'Invoices issue: 'I have previously used Excel to keep records for selling/costs, but now I have Quickbooks Online, and am contemplating using the Quickbooks Pro 2019 standalone software. What I am looking for is how to correctly set up the books from the start. We have several female and male dogs that we breed, and the females will have litters. We also have to pay for a stud service from overseas, for the line that we are choosing to continue next generation. Each litter would/could have a different male (our own stud or we outsource), so I am wondering how to correctly set up the vendors/jobs/general costs/costs of goods sold/etc. There are tests and fees for showing our dogs that we breed, but would that be COGS or something else because we are not selling the mother dogs, and only the puppies? If so, are those costs divided into the litter pups individually? So to that point, would we set up a new client for each puppy we sell to, or as a litter as a whole (say 10 puppies) and then that mother/father combo as the job, and that job had 10 invoices connected to it? The other thing in question would be the costs that we have for any dog that does not pass 100% of their tests, at which point we will not breed with that dog unless it is 100% passing all our testing. Therefor there will be no income from that dog, and only expenses. What would that be classified as or how to mark it? If never sold, it cant be a COGS, so how would I record it on the books? We would have ~2 years of expenses before they can get fully tested and certified. We also had to build things, which is used by all the dogs, and of course dog food and other items. What I am unclear about is what is the difference between COGS and general costs, as well as how do we correctly set up the sale of the puppies (invoices) from a female dog’s litter. Does it make sense to separate each individual litter, or each puppy, or each mother dog?' available: Yes.

The Invoices 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 Invoices issue yourself by looking for a resolution described in the article. If it is a complex Invoices issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoices support options.

For more information about resolving issues related to Invoices in Quickbooks/QBO or to get support for the issue 'I have previously used Excel to keep records for selling/costs, but now I have Quickbooks Online, and am contemplating using the Quickbooks Pro 2019 standalone software. What I am looking for is how to correctly set up the books from the start. We have several female and male dogs that we breed, and the females will have litters. We also have to pay for a stud service from overseas, for the line that we are choosing to continue next generation. Each litter would/could have a different male (our own stud or we outsource), so I am wondering how to correctly set up the vendors/jobs/general costs/costs of goods sold/etc. There are tests and fees for showing our dogs that we breed, but would that be COGS or something else because we are not selling the mother dogs, and only the puppies? If so, are those costs divided into the litter pups individually? So to that point, would we set up a new client for each puppy we sell to, or as a litter as a whole (say 10 puppies) and then that mother/father combo as the job, and that job had 10 invoices connected to it? The other thing in question would be the costs that we have for any dog that does not pass 100% of their tests, at which point we will not breed with that dog unless it is 100% passing all our testing. Therefor there will be no income from that dog, and only expenses. What would that be classified as or how to mark it? If never sold, it cant be a COGS, so how would I record it on the books? We would have ~2 years of expenses before they can get fully tested and certified. We also had to build things, which is used by all the dogs, and of course dog food and other items. What I am unclear about is what is the difference between COGS and general costs, as well as how do we correctly set up the sale of the puppies (invoices) from a female dog’s litter. Does it make sense to separate each individual litter, or each puppy, or each mother dog?', click the link below:

Details

Invoices: Hi! Hopefully someone can help me here, when printing an invoice to mail to a customer, how do I show it as “sent” in QB? As the customer does not want them emailed. Also…would you happen to know why when I delete an invoice the invoice number does not update? For example, I deleted invoice 1002 but when I enter a new invoice, it automatically reverts to 1003 instead of 1002? Is this how QB works for this type of transaction? Just making sure I did everything correct so I can keep track of everything. Thank you in advance!!

Hey there, NU-LTGx.

 

Thanks for reaching out here in the Community. I can provide you with some answers to your questions about invoices.

 

When sending invoices to your customers, you can mark them as sent by entering “Sent” in the PO number field or as a memo. Additionally, the listed invoice status […]

Resolution for 'Invoices issue: 'Hi! Hopefully someone can help me here, when printing an invoice to mail to a customer, how do I show it as “sent” in QB? As the customer does not want them emailed. Also…would you happen to know why when I delete an invoice the invoice number does not update? For example, I deleted invoice 1002 but when I enter a new invoice, it automatically reverts to 1003 instead of 1002? Is this how QB works for this type of transaction? Just making sure I did everything correct so I can keep track of everything. Thank you in advance!!' available: Yes.

The Invoices 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 Invoices issue yourself by looking for a resolution described in the article. If it is a complex Invoices issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoices support options.

For more information about resolving issues related to Invoices in Quickbooks/QBO or to get support for the issue 'Hi! Hopefully someone can help me here, when printing an invoice to mail to a customer, how do I show it as “sent” in QB? As the customer does not want them emailed. Also…would you happen to know why when I delete an invoice the invoice number does not update? For example, I deleted invoice 1002 but when I enter a new invoice, it automatically reverts to 1003 instead of 1002? Is this how QB works for this type of transaction? Just making sure I did everything correct so I can keep track of everything. Thank you in advance!!', click the link below:

Details

Invoices: As I have said before, I invoice and receive payments on an industry specific site and then download to QBO every morning. When I look at my Invoices and Received Payments report, there are multiple invoices for each customer on the chosen date. These are exact duplicates. If I modify one of them, the modification does not apply to another. On average there are 2 per customer. Can anyone explain what is happening, how I fix it, and how I avoid it in the future? I have included a portion of the report to give you an idea of what I mean. Thank you.

I appreciate you for providing screenshot and details of your concern. Let’s get this straightened out for you.

 

Since you’re using a third party application to download invoices and receive payments to QuickBooks Online (QBO), we recommend contacting them so they can help you look for ways on preventing these duplicates […]

Resolution for 'Invoices issue: 'As I have said before, I invoice and receive payments on an industry specific site and then download to QBO every morning. When I look at my Invoices and Received Payments report, there are multiple invoices for each customer on the chosen date. These are exact duplicates. If I modify one of them, the modification does not apply to another. On average there are 2 per customer. Can anyone explain what is happening, how I fix it, and how I avoid it in the future? I have included a portion of the report to give you an idea of what I mean. Thank you.' available: Yes.

The Invoices 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 Invoices issue yourself by looking for a resolution described in the article. If it is a complex Invoices issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoices support options.

For more information about resolving issues related to Invoices in Quickbooks/QBO or to get support for the issue 'As I have said before, I invoice and receive payments on an industry specific site and then download to QBO every morning. When I look at my Invoices and Received Payments report, there are multiple invoices for each customer on the chosen date. These are exact duplicates. If I modify one of them, the modification does not apply to another. On average there are 2 per customer. Can anyone explain what is happening, how I fix it, and how I avoid it in the future? I have included a portion of the report to give you an idea of what I mean. Thank you.', click the link below:

Details

Invoices: I need a custom report that shows all my invoices sorted by invoice number. I started with the Transaction List by Date report and filtered it to show only invoices. I can’t figure out how to get the report to sort by invoice number. Any ideas?

I can help get the report you can use to view the customers’ invoices based on the details needed.

You can use the Invoice List report to show your invoices, ordered by date with their assigned numbers in ascending sequence. However, there isn’t yet an option to sort out any sales report by […]

Resolution for 'Invoices issue: 'I need a custom report that shows all my invoices sorted by invoice number. I started with the Transaction List by Date report and filtered it to show only invoices. I can’t figure out how to get the report to sort by invoice number. Any ideas?' available: Yes.

The Invoices 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 Invoices issue yourself by looking for a resolution described in the article. If it is a complex Invoices issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoices support options.

For more information about resolving issues related to Invoices in Quickbooks/QBO or to get support for the issue 'I need a custom report that shows all my invoices sorted by invoice number. I started with the Transaction List by Date report and filtered it to show only invoices. I can’t figure out how to get the report to sort by invoice number. Any ideas?', click the link below:

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