Edit an existing invoice


#1

Hi guys,
We have issued an invoice to one our customers a week back but we missed a couple of items in the order. Is there a way we can edit the invoice and add in line items to the invoice? On a side note, the invoice has already been synced to our Xero account…
What do you recommend we do in this case?

Thanks a in advance.
Pam


#2

Hi Pam,
I suggest you void the order in Stock&Buy, then add the missing items to it.
As you have Xero installed, please watch the activity feed to make sure the invoice is updated in Xero as well.
Please note that the update in Xero might fail if the invoice is already approved in which case I suggest you manually edit the invoice in Xero and add the missing items.

I hope this helps.
Tahar