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.

  1. Open the invoice's View Invoice page (Accounting > Invoices and Receipts > three dots > View Invoice).
  2. Click the three dots at the top right.
  3. 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.

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