# Edit and Delete (https://docs.carlio.app/docs/invoices/edit-or-delete-an-invoice)

Correct the content of an invoice, generate its document again, or delete one invoice or several



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 invoice [#edit-an-invoice]

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.

<Callout type="warn">
  Saving replaces the stored document. A customer who holds an earlier copy does not receive the
  change. The dashboard does not record that a change took place.
</Callout>

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

## Add internal notes later [#add-internal-notes-later]

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 invoice [#delete-one-invoice]

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 invoices [#delete-several-invoices]

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 removes [#what-a-deletion-removes]

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

<Callout type="warn">
  The dashboard assigns the highest existing number plus one. After the most recent invoice is
  deleted, its number is issued again. Deleting an older invoice leaves a gap in the sequence.
</Callout>

## Notes [#notes]

* 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.