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.

Your user role determines your access to invoices.

Image showing Awaiting payment invoice.

To edit an awaiting payment invoice:

  1. Find and open your invoice. Use search if you know the contact's name, or invoice amount.
  2. Click Invoice Options, then select Edit.
  3. 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.
  4. (Optional) Click Preview to check your invoice.

    Image showing preview link.

  5. Click Update.

You can now record payments, allocate available credit or add expected payment dates.