How do I edit my invoices?

You can edit any invoice, cash or debit order, until it has been sent.

Edit an invoice

1. Go to Accounts >> Invoices and use the filters or the Member/Code search to find the invoice.
2. Click the ⋮ (Actions) menu and choose Edit.
3. Change what you need: the Location, Due Date, Description, or any line item's Description, Item Type, Code, Unit Price, Quantity or VAT Percentage.
4. To add a charge, click Add Line Item. To add a discount or credit, add a line item with the Item Type set to Discount and a negative Unit Price, for example -150. When there's more than one line item, click the bin icon next to a line to remove it.
5. Check the Total, then click Submit.

You can't change the member on an existing invoice.

Sent invoices can't be edited

Once an invoice has been sent, Octiv won't save changes to it. You'll see "You cannot edit a sent invoice".

If a sent invoice is wrong, void or credit it, then create a new, correct invoice. See How do I credit an invoice? and How do I create an invoice?