Edit an invoice

It is possible to edit an invoice ONLY if it is not locked. An invoice is locked once it has been printed or sent by email.

To edit an unlocked invoice (draft)

  1. Go to the menu Invoicing
  2. Select the item "Invoice list
  3. Double-click on the desired invoice
  4. Edit the invoice
  5. Verify and/or edit the
    1. invoice date (this date will be used when importing invoices into EVO)
    2. Select the client to bill
    3. Add, edit, or delete the product/service code to bill. If needed, you can edit the description, quantity, unit price, discounts, and applicable taxes.
    4. Check the Invoice summary
  6. Save the invoice if additions and/or corrections need to be made before the final version of the invoice



To edit a locked invoice

  1. Delete the erroneous invoice
  2. Recreate a new invoice



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Last updated: 10/13/26, 8:00 PM
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