How do I edit an invoice that has been marked as "Paid"?

When an invoice has been marked as Paid you can:

  1. Change the method of payment, if you have made an error
  2. Remove the payment, if you have made an error
  3. Remove the payment, if you need to change some of the details on the invoice. We don't permit you to change the details of a paid invoice as this would compromise your record keeping, however you can remove payment, make the changes and then mark the invoice as paid again once you have made the changes that you need to make to the invoice.

To Change Method Payment

  1. Open the invoice
  2. Click on the "Edit Payment Information" button at the bottom of the screen. Note this button will ONLY be visible if the invoice has been marked as Paid.



  3. This will allow you to edit the payment information if you accidentally specified the wrong method of payment or comment.

To Remove Payment

  1. Open the invoice
  2. Click on the "Edit Payment Information" button at the bottom of the screen. Note this button will ONLY be visible if the invoice has been marked as Paid.



  3. Click on the trash can at the bottom right of the screen and this will delete the payment



    This will result in your invoice being shown as "Unpaid". When the invoice is unpaid you are able to edit the details of the invoice like address and reference.

Related Article
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