Help Centre

Global

Select your country and language


Global

English

United Kingdom

English

Germany

Deutsch | English

Austria

Deutsch | English

France

Français | English

Belgium

Français | English

Sweden

Svenska | English

Finland

Suomi | Svenska | English

FAQ


Most searched: invoice, customer, free

Can I edit/delete an invoice?



We are currently releasing a new invoice editor. To make the experience of new features as smooth as possible we cannot release new features to all accounts at the same time. This means that only some of you have access to the new editor at the moment. However, we are working very hard to release the new editor to everyone as soon as possible. If you read the following instructions, please be aware of the different invoice editor.

a) OLD EDITOR:



b) NEW EDITOR:

 
a) Edit an invoice
1. Go to Invoices.
2. On the left-hand side, select the invoice you want to edit.
3. On the right-hand side, click Edit.
 
Delete an invoice
1. Go to Invoices.
2. Choose invoice.
3. Open menu More -> Delete.

Note that if the invoice is marked as 
Paid you first have to mark it back to Sent (not paid) before you are able to delete the invoice.
 
Once an invoice has been deleted, it can not be restored. You can however make a copy out of it:
1. Go to Invoices.
2. Choose Show deleted invoices on the drop down menu on top of the screen.
3. Choose invoice on the left.
4. Click on More on the right.
5. Choose Copy as new.

b) With the new invoice editor you cannot edit/delete invoices that have been marked as Approved

See more about the difference between drafts and approved documents here.

If you need to correct or delete an invoice, you need to first void the original invoice by creating a credit note of it.

 




Did you find this article helpful?
I found this article helpful
Last Updated: Jan 12, 2018 02:19 PM

helpdesk@zervant.com
https://cdn.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete