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How do I edit an invoice?
Click Sales (or Invoicing) in the left hand menu. Select the Invoices tab. Scroll to the invoice you wish to edit and click on it to open it up. Make the necessary changes. Click Save and Close (or Save and Send).
Can you change an invoice?
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.
Is changing an invoice illegal?
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.
What happens if an invoice is incorrect?
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.
Can you cancel an invoice?
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.
How do I edit a tax invoice?
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.
How do I edit an invoice in pastel?
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.
How do I edit an invoice on Amazon?
what I have discovered is to simply go back to the create 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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