Edit an invoice
Editing an invoice helps ensure that the transaction is accurate before you proceed with the next step in the process. For example, when you need to add a new line item, edit the invoice before you continue processing the transaction.
Before you begin
You need an existing invoice. Draft invoices allow the broadest set of changes. Open invoices and invoices with related customer payments can make accounting-related fields read-only.
To edit an invoice:
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On any page containing the invoice, select the invoice number to open the transaction in view mode.
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Select Edit. Review and update the available customer, date, terms, item, quantity, rate, address, shipping, discount, or memo information required for the correction.
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Select Update.
For draft invoices, you can edit most of the fields to complete the details of the transaction. However, when an invoice is in open status or has dependencies such as customer payments, the fields you can edit are limited.