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Rules for editing invoices
Rules for editing invoices

When can you edit and / or delete an invoice? You can read the "rules" here.

Updated over 8 months ago

There are a number of restrictions on editing or deleting invoices. You can find the explanation on this page. There are two variations: you open and close your cash register (daily) or you are not using it.

Situation 1: I open and close my register

The invoice has been created in the current cash register:

  • Invoices created in the currently opened cash register can be edited (invoice items, payments, customer, note)

  • Invoices that have been created in the currently opened cash register can be deleted

  • You cannot change the date of an invoice. It always receives the date from the moment you create it, as soon as you have saved it.

Please note: we do not recommend deleting invoices unless it is the latest invoice in your account. When you delete invoices, gaps will form in the invoice numbering.

The invoice has been created in a closed cash register:

  • Invoices created within a closed cash register can be edited (only the customer and the note, no invoice items or dates)

  • Payments (transactions) can be added to outstanding invoices that are created within a closed cash register.

  • Invoices that have been created within a closed cash register can process and/or delete payments that fall within the current cash register.

Draft invoices:

Can be created, saved and deleted at any time. A draft invoice does not yet have an invoice number. That is why you can remove it again without any problems.

Situation 2: I do not use the official cash register opening/closing

In this case you can edit invoices at all times (invoice items, payments, customer, note). You can also delete invoices. However, as we explained above, we do not recommend doing that, unless it is the newest invoice in your account. When you delete invoices, you will form gaps in the invoice numbering.

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