Xero Bills – How to Edit a Bill

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Editing bills in Xero is easy to do. You can edit any part of a bill that has not been partly or fully paid. Once a payment has been applied to a bill, you can only edit certain fields. In this tutorial, we will use Xero’s demo company to edit a bill that has not been paid in part or in full.

Purchases Section in Xero

To get started, go to Business → Purchases overview from the main menu:

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Next, click on the Awaiting Payment section to see all the bills that have been created but not paid:

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How to Edit a Bill in Xero

Let’s edit the file to the first bill on the list. Click anywhere on the Heritage Trust row to open the bill:

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Now click on the Bill Options button on the top right-hand side of the screen and choose Edit from the list:

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You can now edit any of the bill fields you like. For this exercise, let’s make the following changes:

  • Total: delete the amount so the field is blank.
  • Amounts are: change this tax setting to Tax inclusive.
  • Description: change it to 6 month subscription.

When you are finished, click on the Update button to save your changes:

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That’s all you need to do to edit a bill in Xero that has not been fully or partly paid.

You’re All Set!

That’s it for this lesson. Find lots more helpful articles via the main menu or check out our main blog page here.