How to edit an invoice

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Prerequisite

• Only a draft invoice can be edited.
• Only credit notes can be issued against approved, paid, and partially paid invoices.

Edit a draft invoice

1. In the side panel, navigate to Invoices.
2. Click on the draft invoice you would like to scrutinize.

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Note

A draft invoice can be identified by the DRAFT suffix in the name or by its status tag in the Status column, as shown below.

3. In the Invoice Breakdown section, click on the Edit link available for each product in a contract.

4. Edit the invoice. You may choose to edit one or more of the products. Further, there is no limit to the number of times you can edit a draft invoice.

5. Click on the SAVE link.
6. Click on the REGENERATE INVOICE button to generate a preview of the latest invoice.

Issue credit notes against approved, paid, and partially paid invoices

1. In the side panel, navigate to Invoices.
2. Click on the approved invoice you would like to scrutinize.

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Note

An approved invoice can be identified by its status tag in the Status column, as shown below.

3. Click on the ISSUE CREDIT NOTE button on the Invoices page.
4. A panel will emerge from the right side:

• Enter the credit note amount: any amount less than or equal to the invoice amount can be entered.

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Note

If you wish to issue a full refund, there are two conditions to be noted:

1. No credit notes were issues against the approved invoice earlier. In this case, enter an amount equal to the original invoice amount.
2. One or more credit notes not equaling in amount to the invoice amount were issued against the approved invoice earlier. In this case, enter an amount equal to the current invoice amount, which will be lesser than the original amount.

• Click on the Submit button.

5. The approved invoice will be marked as void. The credit notes will appear as invoice line items in the new invoice.