Every agency sends a wrong invoice sometimes. What matters is fixing it cleanly, with a record of what changed.
Summary
Most mistakes can be fixed on the invoice itself: edit the contact, dates, terms, tax or discount, or add a line, expense or credit. If the invoice shouldn't exist at all, open it and delete it with the trash icon at the top. Deleting is permission-based, and invoices are deleted one at a time. What goes wrong: deleting an invoice the client has already been sent, without telling them.
How to do it
- Go to Accounting › Invoices and open the invoice.
- To fix a detail, click EDIT beside Invoice General Information, or + ADD in a section.
- To remove it, click the trash icon at the top of the invoice and confirm.
- Add a note on the invoice, or on the client, saying what happened.
That's the mistake fixed, with a record of why. Read on for when to edit and when to delete.
Edit or delete?
| Situation | What to do |
|---|---|
| Wrong contact, dates, terms or tax | Edit Invoice General Information. |
| Missing expense or a credit owed | Add it under Expenses / Credits. |
| Wrong type (Estimate instead of Actual) | Delete it and create it again. The type can't be changed. |
| Invoice shouldn't exist | Delete it. |
Delete an invoice
- Open the invoice.
- Click the trash icon at the top.
- Confirm.
⚠️ Watch out
Only people with the delete permission can delete invoices. There's no way to delete a whole batch: delete each invoice on its own.
If the client already has it, tell them it's been canceled before you send the corrected one.
Questions people ask
Can I void an invoice?
Delete it, if you have permission, and create a corrected one.
Can I delete a whole batch?
No. Delete the invoices one at a time.
Why can't I see the delete icon?
You don't have the permission. Ask an administrator.
Other ways people ask this
- How do I void an invoice?
- How do I cancel an invoice?
- I sent the wrong invoice
- How do I delete an invoice batch?
Related guides
- Anatomy of an Invoice — what you can edit
- Create Invoices in a Batch — creating it again
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