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Editing sales invoices in Xero is easy to do. You can edit any part of an invoice that has not had a payment applied to it. Once a payment has been applied to a sales invoice, you can only edit certain fields. In this tutorial, we will use Xero’s demo company to edit a sales invoice that has not had any payments applied to it.

You can copy the steps taken here by using the Demo Company in your Xero account. To learn more about invoicing in Xero, please see our tutorials on sales invoices in Xero.

Sales Invoices Section in Xero

To get to the right place in Xero, go to Business → Sales overview from the main menu:

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Now click on the Awaiting Payment section to see all the sales invoices that have been created but not paid by the customers:

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How to Edit a Sales Invoice in Xero

If you are using the demo company, click anywhere on the row of the first invoice to Bayside Club to open the invoice:

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To edit the invoice, click on the Invoice 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 invoice fields you like. For this exercise, let’s change the Unit Price of the Courier Charge line of the invoice to be 20.00. Once you have made the change, you should see the TOTAL increase to 244.00. Once finished, click on the Update button to save your changes:

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That’s all you need to do to edit a sales invoice in Xero that has not received any payments.

You’re All Set!

That’s it for this lesson. For more helpful tutorials on sales invoices in Xero, please follow this link. For other Xero tutorials, please click here.

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