How do I edit an invoice that has been marked as Paid?
Once an invoice has been marked as 'Paid', you can:
Change the payment information, if you have made an error
Remove the payment, if you have made an error
Remove the payment, if you need to change some of the details on the invoice. Once an invoice has been paid, you will not see the 'Edit Header' button, however you can remove the payment, make the changes and then mark the invoice as paid again.
Open the invoice
Click on the Edit Payment Information button at the bottom of the screen. This button will only be visible if the invoice has been marked as "Paid":
This will allow you to edit the payment information. If you accidentally specified the wrong method of payment or an incorrect payment date for example, then you can make a change here. You can also add or edit the comments:
Open the invoice
Click on the Edit Payment Information button at the bottom of the screen
Click on the Trash can icon at the bottom right of the screen. This will immediately delete the payment information:
You will be taken back to the invoice, which will now be marked as "Not Paid". The 'Edit Header' option will be available again at the bottom of the screen. Click it to edit the details of the invoice, such as the address, reference and layout.
Change the payment information, if you have made an error
Remove the payment, if you have made an error
Remove the payment, if you need to change some of the details on the invoice. Once an invoice has been paid, you will not see the 'Edit Header' button, however you can remove the payment, make the changes and then mark the invoice as paid again.
To Change the Payment Information:
Open the invoice
Click on the Edit Payment Information button at the bottom of the screen. This button will only be visible if the invoice has been marked as "Paid":
This will allow you to edit the payment information. If you accidentally specified the wrong method of payment or an incorrect payment date for example, then you can make a change here. You can also add or edit the comments:
To Remove Payment:
Open the invoice
Click on the Edit Payment Information button at the bottom of the screen
Click on the Trash can icon at the bottom right of the screen. This will immediately delete the payment information:
You will be taken back to the invoice, which will now be marked as "Not Paid". The 'Edit Header' option will be available again at the bottom of the screen. Click it to edit the details of the invoice, such as the address, reference and layout.
Updated on: 08/07/2024
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