Edit an awaiting payment invoice
Edit a customer invoice (sometimes called accounts receivable) that's awaiting payment. You can apply payments and credit notes, copy the invoice, make it repeat regularly, and add expected payment dates.
If it's a repeating invoice, only the current transaction changes. You can delete or void the invoice template to stop all future repeats.
To edit an awaiting payment invoice:
- Find and open your invoice. Use search if you know the contact's name, or invoice amount.
- Click Invoice Options, then select Edit.
- Make your changes to the invoice. You can edit any field if no part-payments have been made, and you can drag and drop the item lines to reorder them.
(Optional) Click Preview to check your invoice.
- Click Update.