Editing invoices

Would you like to make changes to your invoices? That's possible, but the steps depend on the status of your invoice. This is because invoices that have been finalised cannot normally be edited for accounting reasons. Below, you'll find out how to edit your invoices.

 

Editing draft invoices

If you're still in the draft phase, you have full freedom to edit the invoice. Just open the invoice, adjust the data and save your changes.

 

Editing finalised invoices

If you've already finalised the invoice, your editing options are slightly more limited:

  • Edit the most recently finalised invoice 

    If you want to edit your most recent invoice, click on the three dots in the top right corner and select Back to Draft. This will make the invoice editable again.

  • Edit older invoices 

    If you want to adjust an older invoice, you'll need to first reopen all invoices created after it by reverting them to drafts. This might take some time, but it will allow you to edit older invoices.

  • Edit Peppol invoices

    If you want to edit a Peppol invoice, unfortunately you cannot do so by reopening the invoice. You will have to create a credit note.

 

What if you'd rather not reopen invoices?

Consider using a credit note! This way, you can correct amounts and details without reopening previous invoices.

 

With these steps, you’ll know exactly how to edit your invoices in Teamleader One!