Edit or delete an invoice

You can edit or delete an invoice unless:

  • Payments have been applied. Once an invoice is paid, the invoice record cannot be modified unless the payment is marked as returned.
  • The setting to allow modification of open invoices is disabled, and the invoice has been printed.

Information on changing the setting for allowing the modification of open invoices is available in Set administrative options for accounts, invoices, and billable events.

  1. (If one is not open already) Open an existing invoice.
  2. Do one or more of the following.