How to edit an incorrect invoice that's already sent?

Modified on Wed, 13 Dec 2023 at 05:25 PM

Once an invoice has been sent, it cannot be edited. However, you may still be able to take action based on the following scenarios:

  1. If the invoice is incorrect and is in 'unpaid' status, you can cancel the invoice. Please see the article linked below for more details on how to cancel an unpaid invoice: 

    How to Cancel an Invoice?

    Alternatively, you can adjust the balance from the billing dashboard. To adjust the balance, go to 'Billing' > 'Billing Dashboard' > Next to the student's name, click on the ellipsis (three dots) '...' > 'Adjust Balance', enter the amount and click on 'Save'. 

2.   Incorrect invoice is in partially paid status: In this scenario, you can apply a credit note to fix the balance. Here's how you can do it.

Go to 'Billing' > 'Sent Invoices' > Select the student with a partially paid status. Click on the invoice number > 'Issue Credit Note' > Enter the amount and submit. 

After the credit note is submitted, the credit note will show up at the bottom of the invoice. 

3. Incorrect invoice is in paid status: If an invoice is fully paid, you cannot make any changes. You can, however, issue a refund using the original payment method used. 

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