If you've sent an invoice to QuickBooks Online with incorrect information, you'll want to bring it back to LeanLaw before editing out the mistakes.
This includes situations such as correcting general errors or addressing specific issues like incorrect payment dates in invoices.
How to Bring an Unpaid Invoice Back to Drafts
1. Navigate to the Billing page
2. Click the Manage Invoices tab on the left-hand side
3. Undo the invoice to draft
Now the invoice is back in the Drafts tab so you can edit it as needed.
How to Bring a Paid Invoice Back to Drafts
If an invoice has already been paid, through trust or otherwise, you will need to disconnect the payment in QuickBooks before bringing the invoice back to Drafts.
This is particularly useful if the payment date recorded on a paid invoice is incorrect and needs adjustment.
1. Open the list of invoices in QuickBooks Online
Scroll over Sales on the left-hand menu, then click Invoices.
2. Locate the invoice and click the Blue Edit Pencil
3. Click the link to the payment
There may be one or several payments linked to the invoice. If there are multiple, repeat steps 3 and 4 for each payment.
4. Uncheck the invoice and save
Now the invoice will show as unpaid in LeanLaw and you can bring it back to Drafts.
5. Navigate to the Billing page in LeanLaw
6. Click the Manage Invoices tab on the left-hand side
7. Undo the invoice to draft
Now the invoice is back in the Drafts tab so you can edit it as needed. If the payment was recorded in error, you can delete it in QuickBooks. Otherwise, you can reconnect the payment to the invoice once you submit it to QuickBooks Online.
After editing the invoice, ensure you resubmit it to QuickBooks Online and reapply the payment to maintain accurate records.
Common QuickBooks Invoice Issues
Resolving Balance Forward Discrepancies on QuickBooks Invoice PDFs
With QuickBooks integration, discrepancies may arise where a paid invoice shows a balance due in the invoice PDF. Here’s why this happens:
QuickBooks calculates the Balance Forward based on the invoice's date, excluding payments recorded after the invoice date.
Balance Forward statements reflect all activity during a selected period, but they only incorporate payments matching the specified date range.
Payments recorded after the invoice's issue date won't adjust the Balance Forward on the PDF, leading to inconsistencies.
A solution is LeanLaw Invoice PDF, which offers more precise control over invoice summaries and avoids discrepancies in balance reporting since LeanLaw calculates Balance Forward amounts independently.