Articles on: Billing and Subscriptions

Edit an Invoice

Easily modify existing invoices with just a few simple steps:


  1. Navigate to the Billing menu and in the All invoices page, click on the row of the invoice you want to edit.


📣 You can edit issued, overdue, and paid invoices.


  1. On the invoice page, click on the Edit button indicated with a pen icon. (Editing access can be controlled from the access control)


  1. Make changes such as -
    • Invoice ID
    • Invoice date and Due date
    • Add or remove items
    • Quantity
    • Validity
    • Price, discounts and taxes
    • Note/memo


  1. After editing the necessary changes click the Save button. If you'd like to email the edited invoice, Click the Email invoice check.


⚠️ Note: The updated price cannot exceed the amount already paid for the invoices.


📣 Unless already paid, the updated price will be considered as part payment to be paid. Then you can record the updated/new amount by clicking on the ‘record payment’ button.







Updated on: 01/04/2024

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