Xero Bills – How to Edit a Bill

by | Jul 1, 2018

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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.

Mark Cunningham

Mark Cunningham

Xero Specialist | Udemy Instructor | Small Business Owner

I have been a company accountant for more than 20 years. I am now dedicated to empowering small business owners through my highly-rated and popular Udemy courses on Xero, bookkeeping and accounting.

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