Edit Invoices

You can edit both paid and unpaid invoices, as needed. While the base process is the same, you must first remove payments from paid invoices before deleting them.

Edit Unpaid Invoices

  1. From the menu to the left, click Accounting.
  2. Click Invoices. The Invoices page opens.
  3. Set filters, as needed.
  4. Click the unpaid invoice to edit. The invoice details open.
  5. Click accting_edit_inv.png.
  6. Make changes, as needed. You can edit the following:
    • Billing Period
    • Invoice Date
    • Rate
    • Rate Type
    • Units
    • Fees
    • Discount
    • Line Item Notes
    • General Notes

      Notes: You cannot add an additional child to the invoice. You also cannot add new children to the invoice. You can check the Make This Recurring box to change this invoice to a recurring invoice. However, you can not clear the Make This Recurring box when editing recurring invoices. If you need to change a recurring invoice to a one-time invoice, you must delete the recurring invoice and create a new, regular invoice. For more information, see Delete Recurring Invoices.


      edit unpaid invoice.PNG

  7. When finished, click Preview.
  8. Review the invoice details.
  9. Click Update.

Edit Paid Invoices

Before you can edit a paid invoice, you must delete any payment(s) made towards that invoice's balance. We strongly recommend you print or save a copy of the invoice prior to deleting payment(s), so you have the payment information available.

  1. From the menu to the left, click Accounting.
  2. Click Invoices. The Invoices page open.
  3. Select the paid invoice to change. You may need to adjust your filters before paid invoices display. The invoice details display.
  4. Click More and select Delete Payments.
  5. At the Are You Sure prompt, click Delete.
  6. Click accting_edit_inv.png.
  7. Make changes to the invoice, as needed. For more information, refer back to the Edit Unpaid Invoices heading, above.
  8. Click Preview.
  9. Click Update and Send.