Edit or delete an invoice

What you can change depends on the invoice's status.

Edit a draft invoice

While an invoice is a draft, everything is editable.

• Choose Edit to change the Contact, Invoice reference, Invoice date, Payment terms, or Currency, then Save changes.
• Line items are edited on the invoice itself: click a line's description to change it, use the cross at the end of a line to remove it, or choose Add invoice item to add more.

Edit a sent invoice

Once an invoice is marked as sent it is locked, because it is already recorded in your books. To change it, choose Make Draft on the progress bar to reopen it, edit it, then mark it as sent again.

You cannot reopen an invoice that has payments or credit notes recorded against it. Remove the bank payment or credit note allocation first - see Correct an explained transaction. An invoice dated in a VAT period you have already filed also cannot change status, since that would alter a submitted return - see After you file.

Delete an invoice

Only draft invoices can be deleted.

1. Open the invoice and choose Delete.
2. Confirm with Delete invoice.

Deleting cannot be undone. To delete a sent invoice, reopen it with Make Draft first. If you need to cancel a sent invoice you have already given to the customer, raise a credit note against it instead.