If you need to edit an invoice even after it has been issued, it is possible to make additional changes using the "Edit invoice" button in Invoice detail or in the Action menu in the list of Outgoing invoices.
Only users with role CFO and Admin can edit already issued invoice.
In the 1st step of invoicing, you can edit:
billing address or add a new one
contact person
owner
team
legal entity
bank account (IBAN)
👉 If a client's billing details have changed and you want the invoice to reflect the new information, use the "Reset billing address" checkbox in this step. Learn more here: How can I change or edit the billing address on the invoice?
In the 2nd step of invoicing, you can:
re-select the budget items
add prepayment
In the 3rd step of invoicing:
change the dates
change the invoice number
add the Purchase order number
change the currency and exchange rate
attach proforma invoice
change notes or text on the invoice
Just to remind you, if you reselected the budget items in the 2nd step, it is necessary to use the 'Generate from budget items' button.
When can't you edit an invoice?
An invoice on a closed project cannot be edited.
A paid proforma invoice cannot be edited while a related payment receipt exists for it (and, if applicable, a related final/billing invoice). To edit the proforma invoice, you need to delete the related documents in reverse order:
Delete the final/billing invoice (if one exists)
Delete the payment receipt
Now you can edit the proforma invoice