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How to Edit an Invoice after Publishing
How to Edit an Invoice after Publishing

The steps for editing an invoice's details after you have published it to your accounting software.

Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

If you have assigned incorrect nominal codes to an invoice and need to make any other amendments after it has already been published, please follow the steps outlined below.

How to edit a published invoice

  1. Unpublish the invoice by clicking the green tick icon.

  2. Select Yes, Un-Approve in the pop-up window.

  3. The drop-down menus and text fields will now be available for you to edit.

📎NOTE: Marking an invoice as unpublished does not delete it from your accounting software. If you are republishing the invoice to your accounting software, you will need to delete the first instance of it manually from the software.

Last edited:

Jun 5, 2023, 14:55 PM

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