Edit a draft invoice
Correct customer details, line items, dates and terms before the invoice is finalised or paid. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What you’ll accomplish
Correct customer details, line items, dates and terms before the invoice is finalised or paid. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Follow these steps
- Go to Sales → Invoices → Open invoice and locate the existing record.
- Check status, activity, related transactions and client-visible history before editing.
- Change only the fields required by the current business event.
- Recalculate or recheck dates, totals, tax, ownership and visibility when those values are affected.
- Save and resolve any validation errors on the same form.
- Refresh or reopen the record and confirm the new value appears in the summary and activity history.
- Notify the customer or responsible team only when the edited information changes their action or obligation.
Fields and decisions to review
Customer and billing addressCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Invoice number and datesCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Currency and payment termsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Line items, quantity and rateCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Taxes, discount and adjustmentCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Client note and termsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Checks before you finish
- Confirm the customer and currency before adding items.
- Review totals and tax treatment before sending.
- Do not edit a paid invoice without following the organisation’s accounting procedure.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:invoicepaymentcredit notechecktaxcurrencyapprovalsales accountingclient portalremindersnotificationscustomers
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