Can I edit the invoice from the View Invoice page?
Priyanka Das
Last Update 9 days ago
Yes, as long as the invoice still has an outstanding balance.
- Open the invoice's View Invoice page (Accounting > Invoices and Receipts > three dots > View Invoice).
- Click the three dots at the top right.
- Select Edit to change the invoice, or click Record Payment to log a payment. The balance updates right away.
If the invoice is locked
Invoices that are fully paid, or that have a Stripe or ZumRails payment attached, can't be edited.
- Paid manually: delete the payment, make the edit, then record the payment again.
- Paid through a gateway: leave the invoice and correct it with a credit instead.
