Edit or delete a draft invoice

A draft invoice is yours to change. Nothing is in your books until it’s issued, so you can edit the customer, dates and lines as often as you like, or delete the draft altogether. Once an invoice is issued, neither is possible.

Who can do this

Owners, and Staff whose Team has Create/edit own invoices (your own drafts) or Edit others’ invoices (a colleague’s). Deleting needs Delete own invoices or Delete others’ invoices. Without the right, Edit or Delete draft is hidden.

Edit a draft

1. Open the draft — Go to Invoices and open it. Its page is titled Draft invoice.

2. Press Edit — The builder opens with everything you saved. You can also choose Edit from the draft’s row menu in the list.

3. Make your changes — Change the lines, dates, notes or anything else. The totals update as you type.

4. Save — Press Save draft. The draft updates, and still nothing is posted to your books.

The Invoices list filtered to drafts, each showing Draft in the number column

Delete a draft

1. Find the delete action — On the draft’s page, open More and choose Delete draft. Or choose Delete from its row menu.

2. Confirm — Delete this draft invoice? warns that this permanently removes the draft. Press Delete draft (or Delete, from the list) to go ahead, or Cancel to keep it.

A toast says Invoice deleted.

Danger

Deleting a draft can’t be undone. If you might want its lines later, duplicate it first.

When you can’t edit or delete

• An issued invoice can’t be edited or deleted, by anyone. Edit and Delete draft aren’t offered. To correct it, issue a credit note or void it.
• If you have only Create/edit own invoices, a colleague’s draft opens without Edit. If your Team has Issue an invoice, you can still issue it.