Q: accounting and/or QuickBooks

The Coffee Shop
1

Quick question for the accountants and/or QuickBooks power users in the house…

I created an invoice for a customer’s order. Then she canceled the order before any money or product changed hands.

There’s lots of stuff in the QB help about how to handle this if she’s already paid for the stuff, but nothing about what to do in this instance.

Can I simply delete the invoice as though it never happened? Is there some other accounting thing I should do to record that the order was made and then canceled, but no money or product changed hands?

Thanks!

2

You should ideally void the invoice, not delete it, if Quickbooks will let you do that. Deleting stuff is generally bad, although it wouldn’t technically be wrong.

3

I’ll second what Jason said. Either way your books will be accurate, but you might want a record of the voided invoice.

Mike

5

I think this is what I will have to do. I looked in vain for a way to void the invoice, but couldn’t find it. I’m not very comfortable simply deleting the invoice. Frequently the customers come back a while later and say “I want that thing I asked for six months ago, but I can’t remember what it was…”

Thanks

6

When the invoice is on your screen, right click your mouse. There should be an option labeled “Void Invoice”. When you select that option, the items selected and the descriptions remain in there. The totals get zeroed out.

Good luck.

7

Bingo! That did it. Well, almost. I’m using the Mac version, so (a) there is no right mouse button, and (b) Ctrl-click, which usually suffices, doesn’t bring up that option. However, that prompted me to check the Edit menu, where I found the “Void Invoice” option.

Thank you!!!