Editing Invoices

How to edit an existing invoice.

There are restrictions on what you can change on an existing invoice, as follows:

Invoice status

What can be changed

Paid or partially paid invoices

Contact and billing details, invoice date and due date, the person the invoice is for. You can also remove lines or, if paid, refund them

Unpaid invoices

Contact and billing details, invoice date and due date, the person the invoice is for. You can also remove or change individual lines, with the exception of lines representing charge relating to contracts.

After an invoice has been edited, a line is added to the change history below the invoice.‌

To edit an invoice 

If you click  in the invoice row, you will open a non-editable view of the invoice.‌

  1. If the side menu is not visible, click .

  2. In the side menu, click Finance, then click Invoices.

  3. In the list of invoices, locate the invoice you want to edit, then click the invoice number or the name next to it. The invoice is opened in edit mode.

  4. To change the invoice recipient or the issuer:

    1. At the bottom of the invoice, click the More options drop-down list.

    2. Click Change Contact/Member.

    3. Enter a new recipient or issuer.

    4. Click Continue.

  5. To edit the Bill to details:

    1. Under the Bill to fields, click .

    2. Make the necessary change to the name and address.

    3. Click Save Changes.

  6. To edit the invoice number or the details listed below the invoice number:

    1. Under the invoice number and details, click .

    2. Make the necessary changes to the invoice number, dates, and purchase order number.

    3. Click Save Changes.

  7. To edit line items on the invoice:

    1. At the end of the invoice line item you want to edit, click .

    2. Make the necessary changes to the line item.

    3. Click Save Changes.

  8. To reissue the invoice:

    1. Click Send by email.

    2. Click Continue.

line_item_invoice.png
Editing a line item on an invoice
 
line_item_invoice_screen.png
Editing the line item on an invoice
 

Number

Description

1

The Send by email button used for reissuing

2

The Edit button of the Bill to section.

3

The Edit button of the Invoice section.

4

The edit icon used for making changes to line items

5

The More options drop-down list

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