The edit option allows you to make small changes to an invoice.
💡 Before editing any invoice, make sure you do not need to issue a credit note instead to adjust the invoice amount.
Where you do make edits, we recommend saving a copy of the original invoice before making any changes for audit purposes.
Editing sent invoices
To make changes to an invoice, locate it on the Sales page, select Edit from the invoice menu, and update the details. Remember to save changes and resend the updated invoice if needed.
Editing paid invoices
This is limited to editing details such as product name, description, or notes to the invoice. Editing any amounts related to an invoice once the invoice has been sent is restricted.
We recommend checking if you need to issue a credit note instead before making any edits. To do this you must first unlink any payments related to this invoice.