Get Your Free

Xero Courses Now

Tired of bad quality homemade Xero tutorials? Our easy-to-follow FREE Xero courses will help you learn the essentials in only 2.5 hours.

Xero Bills – How to Edit a Bill

by | 1 Jul 2018 | Bills

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:

0104-xero-bills-edit-bill-01

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

0104-xero-bills-edit-bill-02

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:

0104-xero-bills-edit-bill-03

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

0104-xero-bills-edit-bill-04

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:

0104-xero-bills-edit-bill-05

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

ultimate-guide-to-setting-up-xero-550x623
xero-big-bundle-course-600x600

Get All 6 Xero Courses and Save 57%

Do you want all our Xero courses? Save 48% by getting them all today for one low price!

  • The best value Xero training anywhere online today.
  • With 270+ lessons and 1400+ minutes of learning you will become a Xero expert fast!
  • Get on top of your Payroll, BAS & GST, Bank Accounts, Projects and much more much faster than you can going it alone.

$49.00 $24.50

Flash sale on now.
Get 50% off all courses before it’s too late!
x