Editing or deleting an invoice

This article will help you edit or delete an existing invoice.

If you need the steps to create a new invoice, please see the article linked at the bottom of this page.


Edit Invoice

  1. Click Invoices in the left navigation menu
  2. Click the Invoice Number
  3. Click More actions
  4. Click Edit
  5. Edit details
  6. Click Save, Save & new or Preview & send

Delete/deactivate an invoice:

The invoice must be unpaid to be deleted.

  1. Click Invoices in the left navigation menu
  2. Click the Invoice Number
  3. Click More actions
  4. Click Delete

Things to know

  • If you are a user of a subscription free Basic Receivables account, you can edit invoices, but if your customer then edits on their side, those changes will override yours
  • For security and auditing purposes, nothing is ever permanently deleted from your PayMaker account. Inactived invoices can be viewed by selecting "Show Inactive Invoices" at the bottom of any invoice list.
  • Inactivated invoices can be restored to active