Editing the draft of a sales invoice allows you to make changes and adjustments before finalizing the invoice and sending it to your customer.
Accessing the draft invoice
To edit the draft of a sales invoice, follow these steps:
Go to Document Creator.
Locate the draft invoice you want to edit in the list of documents.
Click on the three dots next to a draft invoice.
Click on Edit.
Editing the invoice details
Once you have accessed the draft invoice, you can edit various aspects of the invoice:
Customer information: Update the customer's name, address, email, or any other relevant details.
Invoice items: Add, remove, or modify line items, including item descriptions, quantities, and prices.
Taxes: Adjust the VAT rates or add new rates as needed.
Discounts: Apply or remove discounts on individual items or the entire invoice.
Payment terms: Modify the payment terms, such as due date or bank account.
Notes and comments: Add or edit any notes or comments for your customer.
After making the necessary changes, click on the Save button to update the draft invoice.
Deleting a draft
Go to Document Creator.
Locate the draft invoice you want to edit in the list of documents.
Click on the three dots next to a draft invoice.
Click on Delete.
FAQ
Can I edit an invoice after it has been sent?
No, once an invoice has been sent, it cannot be edited. If you need to make changes to a sent invoice, you'll need to create a new invoice or issue a credit note to adjust the original invoice.