When You Can Edit Invoices
You can edit invoices with status Sent that have:
Payment status Unpaid (no payment received yet)
Payment status For Verification (payment submitted but not yet verified)
Cannot edit: Invoices with payment status Partially Paid or Paid are locked and cannot be modified.
How to Edit Invoices
Open the invoice from your dashboard and click Edit. Update any fields including line items, quantities, pricing, payment terms, due dates, or buyer information. Click
Update Invoice to save changes.
Current Behavior: Update Invoice saves your edits but does not send notifications to buyers. Changes sync to the buyer's Bill automatically.
Coming Soon: In a few weeks, Update Invoice will notify both you and the buyer of changes, similar to Quote "Update & Send."
What Happens to Buyer's Bill
When you edit an invoice, the buyer's Bill updates automatically with all your changes. Buyers are not notified currently but will see updated details in their dashboard. Buyer notifications for invoice edits launch in a few weeks.
When You Can Cancel Invoices
You can cancel invoices with payment status Unpaid or For Verification. Cancel when invoice was sent in error, order was cancelled, wrong buyer or details, or pricing needs complete revision.
Cannot cancel: Invoices with payment status Partially Paid or Paid are locked and cannot be cancelled.
How to Cancel Invoices
Open the invoice and click Cancel. Confirm the cancellation when prompted to prevent accidental cancellations and enter a reason for the cancellation.
What Happens: Invoice status changes to Cancelled. The buyer's Bill is automatically cancelled. Buyers are not notified currently but will see the cancelled Bill in their dashboard.
Coming Soon: Buyer notifications for invoice cancellations launch in a few weeks.
Payment Restrictions Summary
Can Edit/Cancel:
Payment status: Unpaid or For Verification
Cannot Edit/Cancel:
Payment status: Partially Paid or Paid
Once any payment is received and verified, invoices are permanently locked.
Best Practices
Edit Before Payment: Make all changes before buyers submit payments. Once payment processing starts, editing becomes restricted.
Verify Before Sending: Review invoices carefully before initial send to minimize edits. Check line items, quantities, pricing, and payment terms.
Communicate Changes: Since buyers aren't notified of edits currently, contact them directly (email, phone) to inform them of changes.
Cancel Promptly: If you need to cancel, do so immediately before buyers attempt payment to prevent confusion.
Result
Edit invoices before payment processing to maintain accuracy. Cancellation automatically syncs to buyer's Bill, keeping both sides aligned.
Tips
Edit only when payment status is Unpaid or For Verification
Cannot edit or cancel once Partially Paid or Paid
Update Invoice saves changes but doesn't notify buyers currently
Buyer's Bill updates automatically when you edit
Contact buyers directly about edits until notifications launch
Cancel immediately if invoice sent in error
Cancelling invoice auto-cancels buyer's Bill
Make all changes before buyers start payment process
No version history—changes overwrite existing invoice
Check payment status before attempting edits