Hi. I’ve been asked to create a credit invoice in order to cancel two invoices I’ve issued with QuickBooks. How do I quickly create a credit invoice please?

Hi, globalrealm.

There are two (2) possible scenarios I can think of why you want to cancel the invoices. Let me provide them to you.

If those invoices were incorrectly entered in QuickBooks Online (QBO), you can delete or void the invoices. 

Here's how:

1. Click Sales on the left menu.
2. Go to the Invoices tab.
3. Locate and open the invoice.
4. Click More at the bottom, then select Void or Delete.
5. Confirm that you want it voided or deleted.

On the other hand, if you want to enter a credit note or delayed credit, you can follow the steps below.

1. Click + New.
2. Select Credit note or Give credit.
3. Fill out all required fields (including the customer name, date, products/service items, quantities, and amounts).
4. Click Save and close.

Then, apply it to the invoice.

1. Click+ New.
2. Select Receive payment or Receive invoice payment.
3. Complete these fields as follows:
   • Customer Note: Make sure you choose the customer or project you selected in the invoice.
   • Date
   • Memo (optional)
   • Leave the fields Pymnt Method, Ref#, Deposit to, and Amount blank.
4. Under Credits, select Credit note or Give credit.
5. Verify that the total to pay is correct after applying the Credit Note.
6. Click Save and close.

You'll also want to get the information that you want for your business. Please check this article for future reference: Run Reports.

If you have any other concerns, please let me know so I can get back to you.