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 invoice status to Outstanding. This will not send the invoice to your client again
To send it to your client again, click Ready to send
NOTE: If you have sent the invoice to your client using the online link, you don't 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 they must be resent for the client to see 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.
NOTE: Deleted payments can be recorded later.
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 by clicking Record a payment or via bank feeds.*
NOTE: 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 must be edited to reflect the date the income was received initially 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.
Remember to download the Rounded mobile app!
