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March 23, 2022
Question

Hi I made a quote then I wanted to change it to invoice bit.i pressed paid by accident so now the quote is closed how do I change it to resend to client

  • March 23, 2022
  • 1 reply
  • 1 view
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1 reply

Level 4
March 23, 2022

Hello, julie-carelineen.

 

In QuickBooks, the estimate automatically closes once you convert it to an invoice. You'll need to delete the linked payment so that the invoice status will go back to unpaid or open.

 

Here's an article about quotes and how you can mange them: Create and send quotes in QuickBooks Online

 

You may check these articles. These will explain more how to make your invoices more presentable and additional details about converting quotes into invoices:

Should you have any additional questions or concerns, feel free to post them here and I'll take care of them. Have a pleasant day ahead.