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:
Next, click on the Awaiting Payment section to see all the bills that have been created but not paid:
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:
Now click on the Bill Options button on the top right-hand side of the screen and choose Edit from the list:
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:
That’s all you need to do to edit a bill in Xero that has not been fully or partly paid.
