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How to edit an invoice

Andrea avatar
Written by Andrea
Updated this week

Sometimes you need to edit an invoice. Maybe you have missed a short delivery or a replacement has been sent free of charge!

Click the shopping cart icon on the left hand side, then go into invoices by clicking on the tab at the top.

Click on the invoice that you want to edit. Search for the invoice number or choose a supplier, or change the date if you need to.

After opening the invoice, click on the item that you need to edit. If you realize an item was missing after an invoiced was received, click on "Add Items".

Here, you can change:

  • the received quantity to match the invoice

  • the invoice quantity to match the invoice

  • the tax rate and/ or price of the item

Once you have completed the edit, click the “Save” button on the bottom of the screen. Your edited invoice is now ready to be approved and exported for reconciliation!

Top Tips!

  • By clicking on the column title, you can easily sort the entire table, for example, to show first the invoices unapproved or without attachments.

  • Save time with Bulk Actions!

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