Edit and Delete

An invoice stays editable for its whole life. Every save generates the document again.

Requirements: permission to edit invoices (Edit Invoices & Settings) to edit an invoice. Permission to delete invoices to delete one.

Edit an invoiceCopy Anchor Link

1. Open the invoice page, or find the invoice in the list.
2. On the invoice page, open the menu with the three dots and select Edit. In the list, open the actions menu of the row and select Edit.
3. Change the customer, the lines, the amounts, the payment details or the document settings. The form has the same tabs as a new invoice.
4. Select Save Changes. Select Cancel to return to the invoice without saving.

The dashboard shows the message "Invoice saved and the document regenerated" and opens the invoice page.

The invoice number does not change when the invoice is edited.

Add internal notes laterCopy Anchor Link

The Notes tab of the invoice page shows the internal notes. When the tab is empty and the team member may edit invoices, the button Add Notes opens the form.

Delete one invoiceCopy Anchor Link

1. Open the actions menu of the row in the list, or the menu with the three dots on the invoice page.
2. Select Delete.
3. Confirm in the dialog titled Delete Invoice. The confirm button reads Delete.

The dashboard shows the message "Invoice deleted". After a deletion on the invoice page, the dashboard returns to the list.

Delete several invoicesCopy Anchor Link

1. In the list, tick the boxes of the invoices. The box in the header ticks every invoice on the current page only.
2. Select Delete in the strip that shows "N invoices selected".
3. Confirm with the button Delete N.

The strip also offers Clear to remove the selection. The checkboxes appear only for team members who may edit or delete invoices.

A bulk action runs on each invoice separately. When some invoices fail, the dashboard shows one message for the invoices that succeeded and one for the invoices that failed.

What a deletion removesCopy Anchor Link

A deletion removes the invoice, its lines and its stored document. The invoice disappears from the shared customer page. A deletion cannot be undone.

NotesCopy Anchor Link

• A deletion affects only the invoice and its document. The ledger does not change.
• A customer who has invoices cannot be deleted. The invoices must be deleted first.