Since 1 July 2021, to comply with international invoicing standards, when you select the
Editoption on "Final Invoices", which are any manual invoice that has been sent to the customer or any invoice automatically created with an integration, the app will no longer permit modifications to the legally binding invoice data (invoice number, invoice date, customer's tax ID, invoice items' prices and tax rates). If you need to make any changes to this information, you can issue a credit note and create a new invoice.
Editoption can be used to update or modify information that is not legally binding:
- Customer's street address and state/region
- Line item description
- Payment details or other notes
To edit an invoice, just follow these steps:
- Go to the invoices page. Filter or otherwise find the one you’d like to edit.
- Click on the invoice and you’ll see a nice representation of the final invoice that is ready to be sent/was sent to your customer.
- Click on the
...dropdown at the top right of the invoice, and select
- The next screen is where you can edit the basic data of the invoice, add notes and other useful pieces of information that you need, as well as tag the invoice.
Save changesat the bottom of the screen when you’re done, or
Cancelto revert any changes you’ve made so far.
Don't forget to send the edited invoice to your customer to let them know of the changes.
To comply with international invoicing standards, once an invoice has been sent to your customer, it becomes a Final Invoice and some information will be blocked from longer edits (invoice number, invoice date, customer's tax ID, invoice items' prices and tax rates). Read more on Making an invoice final.
⚠️ Please note, the legally binding information cannot be edited:
- Invoice number
- Invoice date
- Customer's tax ID (when there is tax applied or the tax ID is from a country other than the seller's)
- Customer's country
- Tax rates