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Modify Feature Invoice

The Modify Feature Invoice allows you to change invoice details easily and efficiently. This feature helps you keep your invoices accurate, reflecting the services you provide. By using this tool, you gain control over your invoicing process, ensuring that your business maintains professionalism.

Key Features

Easily adjust line items on invoices
Update customer information quickly
Change due dates and payment terms seamlessly
Add or remove discounts and taxes effortlessly
Save and send revised invoices with a click

Use Cases and Benefits

Correcting invoice errors to avoid payment delays
Adding new services or products after the initial invoice is sent
Updating customer details to keep records consistent
Managing recurring invoices with changing terms
Improving cash flow by making timely adjustments

This feature solves common invoicing issues by providing a simple way to make necessary adjustments. As a result, you reduce the risk of miscommunication with your clients. Additionally, you save time and ensure accuracy throughout the invoicing process, enhancing your overall customer experience.

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0:04 1:40 Suggested clip Editing and Deleting Invoices and Bills | Hero Accounting Software YouTubeStart of suggested client of suggested clip Editing and Deleting Invoices and Bills | Hero Accounting Software
Changing invoices that have already been issued If you would like to change the original amount issued on the invoice to either higher or lower, you will need to issue a credit note. Instead, you can simply create a new invoice with the corrected information, and send the new bill to your customer.
It's not illegal, per se, to amend an invoice that you've raised, but it is covering your back as it could invite litigation if you amend your own version of it without cancelling the original version — in particular if the customer has actually paid against the original.
If an incorrect invoice has been sent, the business must issue a cancellation invoice with its own, new invoice number. This will include a negative invoice amount, as well as the original invoice number and the date it was issued. Then, a correct invoice can be raised with a different invoice number.
Technically, you should never delete an issued invoice but instead use a credit note to cancel the invoice. It will also warn you when you attempt to delete an invoice, and instead suggest the option of using a credit note to cancel out the invoice in your accounts.
Find and open the unpaid invoice. Search for the invoice if you know the customer name, invoice number or invoice amount. Click on Actions Edit and adjust the invoice details. Click Print Preview to check your invoice layout and details. Click Save.
Select the CustomersTransactions Customer Tax Invoices option. 2. Click on the Actions option on the customer transaction line and select the Edit option, or you can click on the green supplier name link.
what I have discovered is to simply go back to the creation invoice tab and see the arrows in the top left corner, scroll through until you find your original invoice, then simply modify it and Save & close.

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