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Amend Link Invoice Feature

The Amend Link Invoice feature provides a seamless way to manage your invoice adjustments. Whether you need to correct details or update information, this tool simplifies the process.

Key Features

Easily modify invoice details without creating a new document
Instant updates reflect in real-time for all clients
User-friendly interface for quick access and navigation
Secure sharing options to maintain data integrity
Comprehensive history tracking of changes for transparency

Potential Use Cases and Benefits

Correcting billing errors quickly to maintain customer trust
Updating project details as terms evolve to keep communication clear
Facilitating prompt payments through accurate invoicing
Improving project management by linking invoicing to client discussions
Enhancing overall workflow efficiency by reducing paperwork

In today's fast-paced business environment, customer satisfaction depends on accurate details. The Amend Link Invoice feature helps you address discrepancies swiftly, ensuring your clients receive the correct information when they need it. This not only enhances your professionalism, but it also fosters stronger relationships with your clients.

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Go into your original invoice and set it to edit. You will want to immediately adjust the invoice number and save the file as the revised, so you have a copy of both. Adjust the date of the revised invoice. Format any changes to the original invoice as needed based on unit cost and tax pricing.
0:04 1:40 Suggested clip Editing and Deleting Invoices and Bills | Hero Accounting Software YouTubeStart of suggested client of suggested clip Editing and Deleting Invoices and Bills | Hero Accounting Software
Changing invoices that have already been issued If you would like to change the original amount issued on the invoice to either higher or lower, you will need to issue a credit note. Instead, you can simply create a new invoice with the corrected information, and send the new bill to your customer.
Find and open the unpaid invoice. Search for the invoice if you know the customer name, invoice number or invoice amount. Click on Actions Edit and adjust the invoice details. Click Print Preview to check your invoice layout and details. Click Save.
Start QuickBooks and select “File” from the top menu bar. Click “Open or Restore Company,” then choose the “Open a Company File” option and click “Next.” Open the Customer Center and locate the invoice to be edited. You can change the quantity, price and description for each line item on the invoice.
Changing invoices that have already been issued If you would like to change the original amount issued on the invoice to either higher or lower, you will need to issue a credit note. Instead, you can simply create a new invoice with the corrected information, and send the new bill to your customer.
It's not illegal, per se, to amend an invoice that you've raised, but it is covering your back as it could invite litigation if you amend your own version of it without cancelling the original version — in particular if the customer has actually paid against the original.
If an incorrect invoice has been sent, the business must issue a cancellation invoice with its own, new invoice number. This will include a negative invoice amount, as well as the original invoice number and the date it was issued. Then, a correct invoice can be raised with a different invoice number.

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