Can I modify an invoice after it has been issued?

Once an invoice has been issued, most of its contents are locked and cannot be modified. This includes:

• Billing details (company name, address, tax ID)

• Due date

• Currency

• Line items and charges

• Column names

Why are issued invoices locked?

Issued invoices are intentionally immutable to maintain accurate historical records and ensure auditability of financial transactions.

What are my options if I need to change an issued invoice?

If you need to modify an issued invoice, your options depend on the payment status:

For unpaid invoices:

1. Void the current invoice

2. Create a new invoice with the correct information

For paid invoices:

Paid invoices cannot be voided or modified. If you need to make adjustments to a paid invoice:

• Issue a credit note if you need to adjust the amount

• For future invoices, ensure customer details are updated in their profile settings before invoice issuance

Tips to avoid needing invoice modifications

• Verify customer billing details are correct before invoice issuance

• For customers who need different currencies or billing entities, create separate customer profiles

• Use the invoice memo field to include additional reference information