Amend a "paid" invoice?

  • Thread starter Peter Bogiatzidis
  • Start date

P

Peter Bogiatzidis

Hello,

I use QuickBooks Premier Edition 2006 to create my invoices. In doing so, I
like to have the date of the invoice match the actual date of the work
performed or delivery date of the product sold. I find it easier to keep
track of billable hours that way should a question ever arise about when the
work was performed. It then becomes an easy matter of checking the QB time
input against the respective date of the invoice.

What has happened is that I forgot to include a couple of products on one or
more invoices. Typically, that wouldn't be a problem, as I could simply add
them to the invoices and reprint them. However, it turns out that the
invoices have been paid with the notable exception that I have yet to
receive the customer's check. The "check is in the mail", so to speak. At
least that's what I've been told.

So, what would be the best way to correct this? I suppose that I could
simply create a new invoice for the missed items and reflect in the body of
the invoice that they were delivered or installed on the dates of the
previous ones and reference their numbers, although I'd rather not do it
that way.

If it turns out that the customer hasn't actually sent out their check yet,
then I can follow my original plan of adding the items to the existing
invoices. On the other hand, if they have already sent out their payment,
what options do I have? Should I add the missing items to the existing
invoices thereby increasing their balance due and then just apply the
customer's check against them as a partial payment? Obviously, I would also
need to send the "updated" invoices to the customer which would reflect any
payments received against the higher overall balance.

Thanks in advance to those who post a reply to the group.

Peter.
 
Ad

Advertisements

L

Laura

Peter said:
Hello,

I use QuickBooks Premier Edition 2006 to create my invoices. In doing so, I
like to have the date of the invoice match the actual date of the work
performed or delivery date of the product sold. I find it easier to keep
track of billable hours that way should a question ever arise about when the
work was performed. It then becomes an easy matter of checking the QB time
input against the respective date of the invoice.

What has happened is that I forgot to include a couple of products on one or
more invoices. Typically, that wouldn't be a problem, as I could simply add
them to the invoices and reprint them. However, it turns out that the
invoices have been paid with the notable exception that I have yet to
receive the customer's check. The "check is in the mail", so to speak. At
least that's what I've been told.

So, what would be the best way to correct this? I suppose that I could
simply create a new invoice for the missed items and reflect in the body of
the invoice that they were delivered or installed on the dates of the
previous ones and reference their numbers, although I'd rather not do it
that way.

If it turns out that the customer hasn't actually sent out their check yet,
then I can follow my original plan of adding the items to the existing
invoices. On the other hand, if they have already sent out their payment,
what options do I have? Should I add the missing items to the existing
invoices thereby increasing their balance due and then just apply the
customer's check against them as a partial payment? Obviously, I would also
need to send the "updated" invoices to the customer which would reflect any
payments received against the higher overall balance.

Thanks in advance to those who post a reply to the group.

Peter.
This is more of a bookkeeping rather than a QuickBooks question....

First I never consider an invoice paid until I receive and record the
check. Just because a customer says "the checks in the mail" does not
make it paid.

If I have sent an invoice to a customer I never modify it. It usually
just causes confusion if the customer disputes the bill. Much better
paper trail if you just create a new invoice for the additional services
or products.
 
P

Peter Bogiatzidis

Laura said:
This is more of a bookkeeping rather than a QuickBooks question....

First I never consider an invoice paid until I receive and record the
check. Just because a customer says "the checks in the mail" does not make
it paid.

If I have sent an invoice to a customer I never modify it. It usually just
causes confusion if the customer disputes the bill. Much better paper
trail if you just create a new invoice for the additional services or
products.
Thanks Laura for your input.

I had thought that the customer had already printed or written the check. It
turned out that he hadn't, but did so on a recent visit. I'll just bill for
the forgotten items on another invoice along with the recent work that was
performed.

Peter.
 
Ad

Advertisements

M

Mark Bole

Hello,

I use QuickBooks Premier Edition 2006 to create my invoices. In doing so, I
like to have the date of the invoice match the actual date of the work
performed or delivery date of the product sold. I find it easier to keep
track of billable hours that way should a question ever arise about when the
work was performed. It then becomes an easy matter of checking the QB time
input against the respective date of the invoice.
Why not just add the Service Date column to your invoice, that way each
line item for billable hours can show its relevant date regardless of
the invoice date?
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Similar Threads


Top