Edit a re-billed bill

This article explains how to edit a bill that has been re-billed to a customer.

If your supplier has sent you a credit note, you can add a bill credit note for the incorrect bill and then add a new bill with the correct details. Then, match the bill credit note against the original bill.

If you'd rather not raise a bill credit note as described above, you can follow the steps below to (temporarily) remove the item from the sales invoice so it can be edited.

1. Remove the payment from the invoice

Navigate to the ‘Work’ tab at the top of the screen, select ‘Invoicing’ from the drop-down menu and select the reference of the affected invoice.

Select the ‘Save as PDF’ button so you have a copy of this invoice before making changes.

Next, select the blue payment link below the invoice under the total.

If the invoice was marked as paid by explaining the bank transaction in the Banking area, select ‘Remove this Explanation’ in the top-right to remove the payment from the invoice. If the invoice was marked as paid manually, or the bank transaction was entered manually, select ‘Delete this Entry’ in the top-right instead.

2. Remove the costs from the invoice

Next, select the ‘Make Draft’ button above the invoice.

Then, select the ‘X’ next to the cost(s) you need to edit, to remove them from the invoice.

3. Edit the bill

Next, navigate to the ‘Bills’ tab at the top of the screen and select the reference of the bill you want to make changes to.

To make changes to the bill details such as the contact, reference, bill date, VAT options, comments, project, recurring options or attachment, select ‘Edit bill details’.

To edit the line items on the bill, select ‘Edit’ to the right of the relevant line item(s).

Make any changes as required.

4. Add the costs back onto the invoice

Next, navigate back to the draft invoice and select the ‘Edit’ button in top-right.

Make sure that you’ve selected the appropriate option in the 'Include Expenses' drop-down menu and scroll to the bottom of the page and select ‘Save changes’.

5. Mark the invoice as paid

Once you’re happy that the edited cost(s) are included on the invoice, deleting any costs that have been pulled onto the invoice that weren’t there before (if applicable), select ‘Mark as Sent’ above the invoice.

Finally, navigate to the bank transaction relating to the payment for the invoice and re-explain the transaction as an ‘Invoice Receipt’ for that invoice.