This article shows you how to edit invoices even after they've been partially paid.
You can update invoice details, product line items, payment schedules and business information, all without voiding or reissuing the invoice.
This feature lets you change an invoice after a payment has already been made. You might need to adjust payment terms, update tax details or add a new product mid-project. You can make these changes directly on a partially paid invoice and keep everything accurate and up to date.
Key benefits of editing partially paid invoices
Flexible invoice editing makes it easier to manage ongoing or changing customer needs.
Edit invoice details like name, due date, terms and notes.
Add, remove or update products. You can even create new ones on the fly.
Change the invoice total, taxes and associated business details.
Fully control and edit payment schedules, including due dates and amounts.
Resend the updated invoice to the customer without reissuing it.
How to edit a partially paid invoice
Once an invoice receives a payment, it moves to the partially paid state. You can still make updates by following these steps:
Go to the Payments or Invoices module.
Open the invoice that is in Partially Paid status.
Click Edit next to any of the following sections:
Invoice Details: Update the invoice name, due date, terms or notes.
Products: Add or remove products, or create a new product instantly.
Amounts and Business Info: Adjust pricing, taxes or business details.
Payment Schedule: Edit existing schedules or add and delete payment milestones.
Make your changes and click Save.
Optional: Click Resend Invoice to send the updated version to your client.
All updates appear straight away. The invoice stays the same invoice, so you don't need to void and reissue it.
Editable invoice sections
Here's what each editable section includes and how it helps when your business needs change.
Invoice Details
Make admin updates without affecting the payment records.
Change the invoice name
Adjust the due date
Update the terms and notes for clarity
Product management
Keep your billing accurate by adjusting what's being invoiced, even after a payment.
Add new products or remove existing ones
Update the quantity, description or unit price
Create products on the fly as needed
Amounts and business information
Keep your billing and tax information accurate and compliant.
Edit the invoice total or apply tax changes
Update business details if needed for legal or communication purposes
Payment schedule management
Stay in step with your clients' changing finances or project timelines.
Add, edit or delete payment schedule entries
Change the due dates and amounts for each milestone
Restructure instalment plans without recreating the invoice
Why this feature matters
Editing partially paid invoices gives you more flexibility and more accurate billing.
Adapt to customer requests: Clients may need changes mid-project or after their first payment.
Avoid reissuing invoices: Keep your audit trail and reduce confusion by editing instead of starting over.
Real-time adjustments: Make changes on the fly without interrupting billing or delivery.
Frequently Asked Questions
Q: Can I edit the invoice after it's fully paid?
No. This feature only applies to invoices with a partially paid status.
Q: Will editing the invoice affect payment records?
No. Previous payments stay intact and unchanged. Only the unpaid parts are updated.
Q: Can I resend the invoice after editing?
Yes. After saving your changes, click Resend Invoice to send the updated version to the client.
Q: Can I change the client on a partially paid invoice?
No. You can't change the client once a payment has been made.
Q: Are these changes visible to the client immediately?
Yes. Once you save and resend the invoice, your client will see the updated details.