Edit sent invoices

This action is possible in the elements:

• Sent
• Reminders
• Exhortations
• Unpaid
• Outstanding
• Overdue

It is possible to edit invoices that have already been sent. This means that the invoice will be taken out of the current element that it is placed in, and be placed back in the element ‘Drafts’. Because of this, you can only edit sent invoices that have not been marked as paid.

Go to the invoice you want to edit in one of the above elements. Click on  on the right side of the invoice. Confirm with ‘yes, I want to edit the invoice and move it to drafts’. The system will now view the invoice as though it was never sent. The invoice number remains the same. You can open the invoice in the drafts folder and follow the steps for creating an invoice again. After making the changes, you can send the invoice again.