Editing Invoices
- 23 Apr 2024
- 2 Minutes to read
- DarkLight
Editing Invoices
- Updated on 23 Apr 2024
- 2 Minutes to read
- DarkLight
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You can edit any of your invoices on the Admin Panel. What you can edit on those invoices depends on whether they are unpaid/due or paid.
Never edit your invoice number.
You can edit any part of your invoice reference except the actual invoice number.
Editing the invoice number breaks your current invoice sequence and prevents any further automated invoicing. If you already edited your invoice number, contact support to reset your invoice sequence.
Editing Unpaid/Due Invoices
You can edit most details on your unpaid or due invoices
Editing Billing Details
Editing the billing details only impacts the invoice you're editing.
If you want to change the customer's billing details, head over to their account and edit their billing details from the Account tab.
Log in to dashboard.nexudus.com if you aren't already.
Click Finance > Invoices.
Click on the invoice you want to edit.
Click on the billing detail you want to edit.
- Edit the details as needed.
Click the Save Changes button.
Your invoice's new billing details now apply.
Editing Invoice Lines
You can edit most of the details of unpaid invoice lines.
What you can edit on an unpaid invoice line
- Line item description
- Quantity
- Price
- Tax rate
- Financial account
Log in to dashboard.nexudus.com if you aren't already.
Click Finance > Invoices.
Click the invoice you want to edit.
Click the pencil icon next to the item you want to delete.
Edit the item's details as needed.
Click the Save Changes button.
Repeat the process for any other invoice item you want to edit.
Editing Paid Invoices
You can edit some of the details of paid invoices on the Admin Panel.
What you can edit on a paid invoice
- Billing details
- Line items description
- Line items financial account
Editing Invoice Billing Details
Editing the billing details only impacts the invoice you're editing.
If you want to change the customer's billing details, go to their account and edit their billing details from the Account tab.
Log in to dashboard.nexudus.com if you aren't already.
Click Finance > Invoices.
Click on the invoice you want to edit.
Click on the billing details you want to edit.
Edit the details as needed.
Click the Save Changes button.
Your invoice's new billing details now apply.
You can repeat this process for any other invoice.
Editing Invoice Lines
You still can edit some of the details of paid invoice lines.
Paid invoice line details you can edit
- Financial account
- Description
Log in to dashboard.nexudus.com if you aren't already.
Click Finance > Invoices.
Click the invoice you want to edit.
Click the pencil icon next to the line item you want to edit.
Edit the line item details as needed.
Click the Save Changes button.
Repeat the process for any other line item you want to edit.
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