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How to Edit a Job that has a Paid Invoice
How to Edit a Job that has a Paid Invoice

Receiving a payment on a job locks it, preventing any changes. Here's how to get around it

Fred Pape avatar
Written by Fred Pape
Updated over a week ago

It may happen that a customer approves a job and gives you a downpayment. You create an invoice in SynkedUP and receive the payment in QuickBooks. But then you want to change something - add some landscaping or other features, etc. So you go back to the job to make those changes and discover you can't.

This video tutorial shows you how to solve this problem:

Step by Step:

Step 1:

Go to the Invoicing tab on the job you're trying to edit.

Step 2:

Scroll down to the invoices for that job. We can see that an invoice has already been created for this job. If the amount in the Paid box is 0.00, we can just delete the invoice and edit our job. If it's any other amount, we know we have a payment we need to clear.

Step 3:

Click on the arrow beside the invoice, then click Open in QuickBooks Online.

Step 4:

In QuickBooks, click on the Payments in the top right corner of the screen. Then click on the date in the little pop-up.

Step 5:

This will take you the Receive Payment screen, where you can click on Clear Payment and hit Save and Close.

Step 6:

Go back into SynkedUP and click on the Invoice and hit Open in QuickBooks Online again.

Step 7:

If you see a Receive Payment button where the Payments link used to be, you know you have successfully cleared the payment.

Step 8:

Go back to SynkedUP and refresh your browser. Go to the Invoicing tab again, click on the Invoice and now click Delete Invoice.

Step 9:

Now you can make any changes that you like to the job. Once you've made your changes, save the project and then go to the Invoicing tab again. Click the green Create New Invoice button.

Step 10:

Open the Invoice in QuickBooks and click Receive Payment to re-link the original payment to the job. Then hit Save and Close and you're done!

That's how you edit a job that has already received a payment.

Let me know if you have any questions! Just drop a message in the blue chat box.

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