How do I edit an invoice that has been marked as Paid?
When 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 won't 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 at the bottom right of the screen which will immediately delete the payment information
You'll 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 and reference.
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 won't 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 at the bottom right of the screen which will immediately delete the payment information
You'll 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 and reference.
Updated on: 01/02/2023
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