Once an invoice has been finalized, sent, and/or paid you are able to edit certain fields if you need to make changes to the invoice. You’re able to edit all fields except:
Business
Client
Frequency
You cannot edit a paid invoice in a way that would result in it being overpaid.
To Edit an Invoice
Navigate to the Invoices Dashboard
Locate and click on the specific invoice
Edit any fields needed, and click ‘Next’
A pop-up will confirm that you’d like to edit the invoice, select ‘Yes’
If needed, edit the Payment Processing options and continue to Save/Send
If you need to make changes to the business, client, or frequency, you will not be able to edit the existing invoice and will instead need to cancel the invoice and create a new one.
To Cancel an Invoice
Navigate to the Invoicing Dashboard
Click the blue drop-down arrow on the far right of the invoice
Select ‘Cancel’ from the drop-down
To Create a New Invoice Based on the Canceled Invoice
Navigate to the Invoicing Dashboard
Change the filter Type to 'Archived'
Click the blue drop-down arrow on the far right
Select 'Duplicate' (This will duplicate the original invoice, so you can use that as a starting point to make your edits)
After making your edits to the new invoice, send the new invoice to your client