Change an invoice, credit notes and voiding

What you can still edit after approval, and how to correct an approved invoice.

A draft invoice can be changed freely. Once an invoice is approved, the parts that affect your books are fixed, with or without payments against it.

Locked after approval

• Customer
• Date
• Lines and amounts
• Currency and exchange rates

Still editable after approval

• Notes
• Terms
• Due date
• References

Correcting an approved invoice

To correct an amount or a line, issue a credit note against the invoice, or void the invoice and issue a new one. This keeps a clear record of what was sent and what changed.

Credit notes are included on every plan. They print with the same template as invoices, and the totals block on an invoice shows credits applied and the balance still due.