Edit, delete, or restore an invoice

This article will help you edit, deactivate or restore an existing invoice.

If you need the steps to create a new invoice, please see the article linked at the bottom of this page.

Jump to:

• Edit an invoice
• Delete an invoice
• Restore an invoice

Edit an invoice

1. Select Invoices in the navigation menu
2. Select the Invoice Number
3. Select Edit
4. Edit details
5. Select Save, Save & new or Preview & send

Delete an invoice

The invoice must be unpaid to be deleted.

1. Select Invoices in the navigation menu
2. Select the invoice number
3. Select Delete
4. Select Yes, delete to confirm

For auditing purposes, deactivated invoices can't be completely deleted from your account.

Restore an invoice

From the Invoices page

1. Select Invoices in the navigation menu
2. Select Filter
3. Select Inactive under Show
4. Select Apply
5. Select the invoice number
6. Select More actions
7. Select Undelete Invoice

From a customer record

1. Select Customers in the navigation menu
2. Select the customer name
3. On the Invoices tab, select Active and select Inactive
4. Select the invoice number of the inactive invoice
5. Select Undelete

Things to know

• Inactive invoices can be viewed from the Invoices tab on a Customer record, or on the Invoices page from the navigation menu, using the filters available.