Edit an invoice
Learn how to revert an invoice to Draft so you can make changes or corrections.
Before you begin
You can only edit invoices while they are in Draft status. If you need to make changes to a finalized invoice, you must revert it back to Draft first.
You can only revert an invoice to Draft if:
No payments are applied, and
No credit notes are attached.
If payments are applied, you must unlink or void them before reverting. If a credit note is attached, it must be voided before changes can be made. See Handling linked payments and credit notes below.
Once reverted, you can edit the invoice as needed and finalize it again when ready.
Revert an invoice to draft
Important note: You can only revert an invoice to Draft if no payments or credit notes are attached. See Before you begin for details.
If an invoice is finalized, you can revert it to Draft to make updates or corrections.
Go to Billing → Invoices and open the invoice.
Click Actions → Revert to draft.
The invoice will return to Draft status. The Pay invoice and Send invoice buttons will be replaced by an Edit invoice button.
Click Edit invoice to open the invoice editor and make your changes.
Once you’ve finished editing, you can:
Exit to keep the invoice in Draft, or
Click Finalize invoice when you are ready to issue it again.
Handling linked payments and credit notes
If the invoice has payments or credit notes applied, you must remove or void them before reverting the invoice.
Payments
Click the payment allocation link on the invoice.
Select Delete to unlink the payment.
After unlinking, you can locate the payment record separately and choose to:
Refund it
Void it
Reapply it after the invoice is finalized again
Credit notes
If a partial credit note is attached, it must be voided before the invoice can be reverted or deleted.
To do this:
Open the credit note by clicking the credit note number.
Go to Actions → Void credit note and confirm.
Next step
After removing any linked payments or credit notes, return to the steps above to revert the invoice to Draft.
These steps ensure your financial records remain accurate and consistent across your billing and reporting.
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