Editing and Changing a Finalised Invoice

You can edit an Invoice so long as the invoice is in draft state. If you've made a mistake, you may want to edit an Invoice that has been finalised or sent, providing it hasn't had a payment recorded against it. While you can remove accidental payments from an Invoice, we recommend using an Adjustment Note to make any changes to a partially paid Invoice, so you can keep a record of all transactions. 

Editing an Invoice will not update the existing Invoice you've already sent to the customer. You'll need to resend the updated version.

How to Edit a Finalised or Sent Invoice With No Payment

1. Open the Finalised Invoice you want to edit
   
2. Ensure that there are no payments, or credit, applied to the invoice
   
3. At the top of the page, click the  button
   
4. Your invoice will now change back to Draft state

Editing a Finalised or Sent Invoice With a Payment

In order to edit an Invoice that has already had a partial payment, or has been paid in full, you'll need to remove any record of Income on the receipt. Learn how to remove payments on Invoices here.

1. Open the Invoice you want to edit
   
2. Scroll to the Invoice summary to see the list of payments
   
3. Delete all payments recorded - if you've recorded these as Income entries, you may want to delete them as well
4. Once payments are removed, at the top of the Invoice, click the  button
   
5. Your invoice will now change back to Draft state

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