You can edit sent or paid invoices.

To edit outstanding invoices with no payments added

1) Open the relevant outstanding invoice in the main Invoice section.

2) Click Options then Revert to draft

Click Revert to draft to continue.

3) Make the necessary changes/corrections

4) Click Options then Mark as sent to change the status of the invoice to Outstanding. This will not send the invoice to your client again

To send to your client again, click Ready to send

If you sent the invoice to your client using the online link , there's no need to send the invoice to your client again. The client will see the updated version when they click the link. PDF invoices won't be automatically updated so will have to be resent for the client to see any amendments.

To edit paid invoices or outstanding invoices with partial payments added

Note: Reverting a paid invoice to a draft will delete any recorded payments already associated with that invoice.

1) Open the relevant paid invoice in the main Invoice section.

2) Click Options then Revert to draft

Click Revert to draft to continue.

3) Make the necessary changes/corrections

4) Click Options then Mark as sent if you do not want to send the invoice to your client again

5. Add the deleted recorded payment/s again, either by manually adding it by clicking Record a payment

NB Be sure to change the date of the income when adding income directly from the invoice. The date of the new income record will default to the present day. This will need to be edited to reflect the date the income was originally received so it's reported accurately.

Or you can add the income via the bank feeds. Click HERE to learn how to add the payment via bank feeds again.

Don't forget to download the Rounded mobile app!

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