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How to Edit Line Item Amounts on an Invoice

Bianca Utihata avatar
Written by Bianca Utihata
Updated over a week ago

  1. Find your invoice
    Navigate to the invoice you wish to edit.

  2. Click Edit
    In the Actions column of that invoice, click Edit to open it.
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  3. Edit the line item
    Locate the line item you'd like to update, and click Edit Amounts.
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If the Invoice Has Already Been Approved and Issued

  1. You’ll see a prompt indicating that a Credit Note must be created before editing.
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  2. Click Credit Invoice.
    This will:

    • Credit the original invoice.

    • Automatically create a new editable invoice, which will open immediately.

Make Your Edits

  1. You can now adjust:

    • Line item amounts

    • Tax rates

  2. Click Update to save your changes.

  3. Click Save to view the update invoice.

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