Editing an Invoice
Open the Invoices tab by clicking "Invoices" on your top navigation menu. Here's a quick link.
Find the invoice you wish to edit, and select it.
Note: You must click on the invoice number to load the invoice.
Once on the invoice editor page, click the "Edit" option on the right-side panel. When you have finished making your edits, be sure to click the "Save" button.
Since the invoice has been edited, it will now appear under draft invoices. To re-approve and issue it, select "Approve" or "Approve and email" when you are finished.
Once you click "Approve & Email", you will have the option to edit the email text. This can be handy if, for example, you want to let the customer know that this is the updated or revised invoice.
Deleting an Invoice
Open the Invoices tab by clicking "Invoices" on your top navigation menu. Here's a quick link.
Find the invoice you want to delete, and select it.
Note: You must click on the invoice number to load the invoice.
Once on the invoice editor page, click the "Delete" option on the right-side panel.
A pop-up will appear on your screen to confirm the action:
You will not be able to delete the invoice unless you leave a reason. This is purely for your future reference and to prevent accidental deletions.
Notes:
Deleted records are added to your archive, allowing you to restore them at a later point, if needed.
If the "Delete" option is not present, this may be due to the invoice being paid. If this is the case, select "Remove All Payments". The "Delete" option will now be available.