Payments

Thanks for visiting the community, @hilltop_account. 

Currently, the QuickBooks account receivable workflow of recording your sales is creating a sales order first before the invoice. Refer to this help article to see the complete list of customer-related transactions: Accounts Receivable workflows. 

In your case, you can delete the existing invoice, then create a sales order and turn it into an invoice. Here's how: 

Deleting an invoice

1.  Open the existing invoice.
2. Select the Delete drop-down box beside the Save button. 
3. Click Delete, then click OK.

Creating a Sales Order

1. Go to the Customer tab, then select Create Sales Orders.
2. Enter all the necessary information on your sales order form. 
3. Click Save & Close.

Once done, you can now turn it into an invoice so you won't have to re-enter the same information. There are two ways to do this. Refer to this article: Create an invoice in QuickBooks Desktop and follow the steps whichever convenient to you in this topic: Create an invoice for a Sales Order. 

I'm also adding some of our helpful articles that I find beneficial for you and your business. Read through these topics:

• How to customize and manage payment reminders. It helps you learn about how to set up automatic payment reminders so you'll be notified whenever you have a customer invoice due for payment. 
• Use the Sales Order Fulfillment Worksheet. This will guide and give you an idea of managing and fulfilling your sales order. 

Feel free to visit again if you have additional questions. We're always delighted to help.