Whether you need to remove the invoice entirely, or simply make changes to specific line items, we've got you covered.
Disconnect the Payment(s)
- From inside QuickBooks Online, open the specific invoice you'd like to undo
- Once the invoice is open select the blue "payment made" link in the top right. This will take you to a list of payments associated with the invoice.
- Deselect the payment(s) linked with your invoice.
- Save and close
Undo The Invoice
Once you've disconnected the payments the invoice can be undone. Make sure to do it from inside LeanLaw, using the instructions here.
If the invoice was paid using Trust make sure to follow these additional steps.