Change, void or refund an invoice

Change a draft

Open the invoice and choose Edit invoice. Make your changes and choose Save draft.

Change an issued invoice

1. 1

   Open the invoice and choose Edit as corrected draft. A new draft opens with everything copied.

2. 2

   Fix what you need and choose Save draft, then issue the new invoice.

3. 3

   Open the original invoice and choose Void invoice. Enter a Reason and choose Confirm void.

Refund a payment

1. 1

   Open the invoice and choose Record a payment.

2. 2

   Under What happened, choose I refunded the customer.

3. 3

   Enter the amount, date and method, then choose Record payment. The balance reopens by that amount.

Void a paid invoice

Refund its payments first, as above, then choose Void invoice.