Edit or correct an invoice, and re-issue it to the current recipient
A draft can be changed freely. An issued invoice can be corrected — every change is recorded and the invoice is marked Corrected — and re-issued with the recipient's company details as they are today.
Open the invoice and click Edit. Editing needs the CRM Editor or Admin role; an invoice only shared with you to view cannot be changed — see Who sees what in CRM.
A draft
A draft can change everything: the number, the dates, the currency, the customer, the lines. Click Update Invoice.
A draft that is not needed can be deleted with Delete Invoice — by an Admin. An issued invoice cannot be deleted: correct it, or issue a credit note.
An issued invoice
When the invoice was already sent, the page says Correcting an issued invoice:
- your changes are saved as a correction, and the invoice gets a Corrected badge;
- every changed field is recorded in the invoice's Change History;
- the PDF is made again.
What stays fixed once an invoice is issued:
- the number and the currency;
- the lines of a paid invoice — Items cannot be modified after payment. If something was wrong, issue a credit or debit note: Credit and debit notes.
If a payment is already recorded, the page warns that changing the totals can make them differ from what was paid.
Re-issue to the current recipient
An invoice keeps the recipient's details as they were when it was issued. If the customer's company changed its name, address or VAT number since, tick Re-issue to the current recipient and save: the invoice takes the company data of the contact (name, ЕИК, ДДС №, address) as they are now. Printed now shows what the invoice says today.
Send the update
After you correct an invoice the customer already has, CRM asks Send the updated invoice? — the customer still has the old version. Click Send updated invoice to e-mail it, or Not now. See Send an invoice.
If something doesn't work
A proforma cannot become an invoice by editing. Use "Convert to invoice".
A proforma turns into an invoice only with Convert to invoice on its page — see Proforma invoices.
An invoice cannot become a proforma.
Create a new proforma instead.
Only draft invoices can be deleted
The invoice is issued. Correct it, or cancel it with a credit note.
This record was shared with you to view. Only its owner or a manager can change it.
The invoice belongs to a colleague. Ask its owner or a manager.