Edit an unpaid invoice

• Finance
• Director
• Admin
• Needs: Billing
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Billing permission. A director grants it under Manage School → Staff → Permissions.

Unpaid invoices can be edited until the last day of the month they are due. Drafts can always be edited.

Before you start

• Finish Find a child's invoices first.

Steps

1. Open the invoice and tap ... (top right).
2. Tap Edit.

   Screenshot coming soon01 · child_detail

   Edit in the invoice menu

3. On Edit Invoice, change lines, dates or options as on New Invoice.
4. Tap Save. If the invoice was already sent, confirm "Updating it now will alert the user of the changes made." with Continue.

Troubleshooting

• No Edit, only "Edit (Partial Write Off)". The due month has passed, or a scholarship or voucher on the invoice already received money. Reduce the balance with a credit memo instead. See Write off all or part of an invoice.
• No Edit at all. The invoice is paid or deleted.
• Leaving asks "Discard Invoice". Tap Discard to drop your changes, or Cancel to keep editing.