Voiding and Editing Invoices

Learn how to handle mistakes, cancel invoices, and make changes.

Editing an Invoice

You can edit an invoice that hasn't been paid:

1. Open the invoice
2. Click Edit
3. Make your changes
4. Click Save (keeps as draft) or Send (updates and notifies client)

What You Can Edit

• Client information
• Line items (add, remove, modify)
• Tax rates
• Due date
• Notes and terms

What You Cannot Edit

Once an invoice is Paid or Voided, you cannot edit it. This preserves accurate financial records.

Duplicate Instead

If you need to modify a paid invoice, duplicate it with the correct details and void the original.

Voiding an Invoice

Voiding cancels an invoice while keeping it in your records. Use this when:

• You sent the wrong amount
• The job was cancelled
• You need to re-invoice with different terms
• Customer disputes the invoice before paying

How to Void

1. Open the invoice
2. Click Void Invoice
3. Confirm the void

The invoice status changes to Voided and the customer cannot pay it.

Cannot Void Paid Invoices

You cannot void an invoice that has received payment. Issue a refund instead if needed.

Duplicating an Invoice

To create a copy of an existing invoice:

1. Open the invoice
2. Click Duplicate
3. A new draft is created with the same details
4. Edit as needed
5. Send to customer

This is useful for:

• Recurring invoices
• Similar projects
• Correcting voided invoices

Deleting vs Voiding

• Void: Keeps invoice in records with "Voided" status. Recommended for sent invoices.
• Delete: Permanently removes the invoice. Only available for unsent drafts.

For audit purposes, we recommend voiding rather than deleting whenever possible.

Refunds

If you need to return money to a customer:

1. Open the paid invoice
2. Click Issue Refund
3. Enter refund amount (full or partial)
4. Confirm

The refund is processed through Stripe and the customer receives their money back.

Refund Fees

Stripe fees from the original transaction are not refunded. The platform fee (free plan only) is also not refunded.

Common Scenarios

Sent wrong amount

1. Void the incorrect invoice
2. Duplicate it
3. Correct the amount
4. Send the new invoice

Customer wants different terms

1. Edit the invoice (if unpaid)
2. Update due date or add notes
3. Save or resend

Need to change after payment

This requires issuing a refund and creating a new invoice. Contact support if you need help.

Next Steps

• Creating invoices
• How customers pay