Edit an invoice that’s still outstanding (no payments yet)
Open the invoice in Invoicing → All invoices.
Click Options, → Revert to draft.
Click Revert to confirm.
Make your changes.
To keep it outstanding without resending: Options → Mark as sent.
To send it again: click Ready to send.
NOTE: If your client has the online link, they’ll see updates automatically. PDFs need to be resent.
Edit an invoice that’s paid or partially paid
Notes:
Reverting a paid invoice to a draft will delete any recorded payments associated with that invoice. Payments can be recorded again later.
You cannot revert invoices paid via Stripe with a surcharge to a draft.
Open the invoice in Invoicing → All invoices.
Click Options Click Options, → Revert to draft.
Click Revert to confirm.
Make changes (if there was a % deposit, change it to a flat amount).
Click Options → Mark as sent if you don’t want to resend.
Re-add the payment(s) via Record a payment or bank feeds.
NOTES:
When recording income directly from the invoice, you must change the date from the present day (the default) to the date the income was originally received to ensure accurate reporting.
To learn how to add the payment via bank feeds, click HERE.
Remember to download the Rounded mobile app!
