How do I fix an error on an invoice, credit note or quote?

Invoicing & Financial Documents | Updated 19 July 2026

Step 1: Find the document and click Edit

Any of these three routes works:

Option A - you are already viewing the document

Click Edit Invoice (or Edit Quote / Edit Credit Note) at the top of the page.

Option B - via Financial Docs

Go to Customers/Sales > Financial Docs. Invoices are shown by default - use the Search section to switch document type - then click Edit next to the document.

Finding a document via Customers/Sales, Financial Docs and clicking Edit

Option C - via the customer's statement (best for older documents)

Search for the customer using the search at the top right and select their name, then click Statement (or Quotes, if it is a quote).

Searching for the customer and opening their Statement

Find the document on the statement - recent documents are at the bottom - and click Edit next to it.

Clicking Edit next to the invoice on the customer statement

Step 2: Make your changes and save

Fix whatever is wrong and click the Save button at the bottom.

Editing the invoice and saving the changes

Step 3: Update the receipt too, if there is one

If a receipt was created against the old (incorrect) amount:

From the View Invoice page, click Statement at the top
Find the receipt, click Edit, correct the amount and save

Editing the linked receipt to match the corrected invoice

Editing an invoice automatically keeps the customer's statement balance in sync - you never need to fix balances by hand.

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