Fix a mistake on an invoice you already sent

Why this matters

Once an invoice is sent, your client has seen it and it's part of your financial record. Correcting it through a void, a refund or a payment correction keeps a clear history of what changed and why, so your books and your client's copy never disagree.

The steps

1. Void, void & duplicate, or delete an invoiceVoid a sent invoice (or void and duplicate it) to start again; delete only drafts.
2. Refund items: keep as client credit or refund to the clientRefund individual items, keeping the amount as client credit or refunding it.
3. Edit, correct, reverse or void a paymentEdit, correct or reverse a payment recorded with the wrong amount or date.
4. Refunds and correctionsUnderstand replacement invoices and how the invoice history shows each change.

Good to know

• Reverse recorded payments and applied credits before you void or delete an invoice.
• A correction replacement can't be deleted; it's settled from client credit.
• A payment can't be reversed while it's still processing. Wait until it settles, then reverse it.