:::info Nota de traducción Este documento está actualmente en inglés. La traducción al español estará disponible pronto. :::

Editing Invoices

Understand editing rules and how to make corrections to invoices at different lifecycle stages.

📋 Editing Rules by Status

Status	Editable?	Notes
Draft	✅ Full access	All fields editable
Pending / Sent	⚠️ Limited	Header edits only; use Cancel to void
Paid / PartiallyPaid / SplitPayment	🔒 Restricted	Use Credit Note (CRN) for corrections
Overdue	⚠️ Limited	Payment recording only
Cancelled	❌ Not editable	Create new invoice

:::warning Audit Compliance Restricting edits on finalized invoices preserves the accounting audit trail and GST compliance. :::

✏️ Editing Draft Invoices

Draft invoices have full edit access — all fields can be changed freely.

Steps

1. Go to Invoices
2. Filter by Draft status
3. Click the invoice or use the Actions (⋮) menu → Edit
4. Modify any fields: customer, items, prices, dates, supply type, document type
5. Click Save as Draft to keep editing, or Save and Finalize to lock it in

:::tip Auto-Save The form auto-saves your draft every 15 seconds, so your work is never lost. :::

✏️ Editing Pending / Sent Invoices

For invoices in Pending or Sent status:

• Limited edits (notes, due date may be allowed)
• To make corrections to amounts/items: Cancel the invoice and create a new one, OR issue a Credit Note (CRN)

📝 Issuing a Credit Note (For Paid Invoices)

A Credit Note reduces the value of an already-paid invoice — the correct GST-compliant way to make corrections.

How to Issue a Credit Note

1. Go to Invoices → click the paid invoice
2. Click Create Invoice → Select Document Type: CRN (Credit Note)
3. Reference the original invoice
4. Enter the items/amounts to credit back
5. Save and finalize the Credit Note

The Credit Note (CRN) is linked to the original invoice and records the adjustment in your GST reports.

🔢 Invoice Number Changes

Invoice numbers can only be changed while the invoice is still in Draft status. Once finalized, the number is locked.

💡 Best Practices

consejo

• Use Cancel status (not delete) for voidable finalized invoices
• Use Credit Note (CRN) for financial corrections on paid invoices
• Use Debit Note (DBN) to increase value on existing invoices when needed
• Always finalize drafts before sending to customers