When to edit or delete an invoice

INTENDED SEARCHES: edit invoice, delete invoice, paid invoice, invoice locked

Invoice editing or deletion may depend on permissions, invoice status, payments, and connected records.

Before editing or deleting an invoice, check:

- Has the invoice been sent?

- Has the customer paid it?

- Are there payment records connected?

- Is it connected to an estimate, job, billing record, deposit, or progress billing workflow?

- Would changing it affect customer balance or reports?

General rule:

Be more careful after an invoice is sent or paid. Paid invoices should usually not be changed casually.

Why this matters:

Invoices affect payments, customer balances, reports, and customer trust.

Support note:

If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.