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Edit invoices & tax when invoice is paid or part paid
Started by David Bowles in Feature Requests | Done!
This is annoying.
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This thread has evolved to include editing all parts of a paid/part-paid Invoice. Remember, as an Advisor, Find & Recode allows you to edit the Tax Rate & Account Code of a part/fully paid invoice.
Matt, Community Manager

We’ve made a few changes today so that you’re now able to edit the following fields on paid/part-paid invoices and bills:
Contact, due date, invoice number, reference, and line item descriptions.
For those who need to increase the invoice amount or add additional items you’ll still need to create a new invoice for the changes. Our recommendation for how to handle this is:
1. create a new invoice with the additional line items
2. when the payment comes in from your customer - apply this to the original invoice. This will create an overpayment
3. when you go into the new invoice - you will be able to apply the overpayment
4. If you need to send an updated invoice to the customer showing line items, amounts etc - you can now copy multiple invoices into a new sales invoice - see release notes here.
If you need to change tax rates, Find & Recode is an efficient and easy way to do this as an adviser.
With the release of Find & Recode, and these changes made today, most items on a paid invoice can be edited. Currently we have no plans to extend this. So we have returned your votes for this feature request and, based on our analysis of the comments in this thread, created these new feature requests:
a. Sales Invoices - Add/remove line items on a paid/part-paid invoice
b. Sales Invoices - Edit the Unit Price and Quantity of a paid/part-paid invoice
Thanks again for your thoughts, criticisms and pushing us! We want Xero to become the best thing since sliced bread, so please continue to add your thoughts on the requests we’ve linked above.








I would like to request that invoices can be edited even after a partial payment has been made to that invoice. When a customer changes quantities after paying a deposit is not easy. Being able to update an invoice at any given time would be awesome

I was looking at the community forum for the first time and came across your request. It caught my eye as just today I have been looking at AR - filling in gaps in my knowledge as I certified back in 2010.
Your idea is a good one and I think Xero needs to consider it carefully from an accounting perspective which I'll cover off in more detail shortly. What I'm writing is probably more for Xero to consider...
A straight edit of an approved invoice with a payment, sounds like a good idea but thinking about the implications about editing an already processed invoice (the transaction may have already been included in the tax/VAT returns, published Profit reports already relied on etc) would lead to all sorts of problems.
The original transaction should in my view stay the same and an adjustment invoice posted. This could still be a simple process in Xero but there has to be more than just an edit button.
I think a prudent approach would be to tackle it from an invoice adjustment > accounting process.
What needs to happen is Xero should post any sales tax (VAT) adjustments, sales revenue adjustments debtors control adjustments automatically behind the scenes.
In theory the customer should be getting a new invoice or an additional invoice/credit note. So perhaps an Invoice or Credit note could be the output from a change in invoice quantity or unit value.
Anyway enough on the subject - I used to work for a software house as well....
Be interested to find out how the request is dealt with
Cheers
Simon

Catherine: Xero need to get off their chuff and change this! As a Xero Partner I WASTE so much working around this. I know that the purist says you shouldn't change an invoice after it has been entered/sent, but the practical reality is that we change and reissue invoices all the time! The most common problem here is that the client enters something (usually an AP invoice) but enters it incorrectly (often the tax rate) and then pays it. Now the only way to change it is to start deleting reconciled payments - often done in batches, or use Journals, which disconnects the adjustment from the original transaction. The functionality is there in Spend/Receive Money, so you should just be consistent and let the client/accountant decide how "pure" they need to be - please don't make value judgements for us in this case!

Peter's note on VAT/GST AP invoice adjustments is a common one - I have seen it too. But because the system I was using at the time had an easier way of processing tax adjustments it was never a big issue to me nor did it take much time. Tax adjustments were entered via general ledger journals. The equivalent in Xero would be extending the AR/AP tax adjustments to GL journals. Xero already has a tax record on a journal line and would have to include a tax adjustment field.
I have been on both sides of the fence - when I posted my (NZ) client's Accountant's schedule of GST adjustments, all I had to do was a 2 line GL journal. Easy, took less than a few minutes and involved no unraveling of transactions (which it didn't allow anyway). The GL journal tax adjustment was picked up in the next tax report and the Accountant's happy. There should be no need to unravel anything if Xero had GL journal tax adjustment functionality.
As commerce becomes more B2B, with direct VAT return filing and especially with the customer portal Xero is planning, editing of AR/AP/cashbook transactions will become a more important topic and the issue more important to resolve. An example springs to mind - take the customer invoice portal which Xero is planning. Should this display the AR invoice that was sent? Or the latest version the the client has amended? Or should the invoice be "fixed" once it has been printed or sent? What is the value of the portal showing the original invoice and not the amended one?
Catherine, my recommendation is that tax adjustment functionality to be included in GL journal entry which would allow AP coding errors affecting tax to be quickly corrected by simple journal entry.
Regards
Simon Davidson



I would like to request the ability to edit and invoice such as delete lines or prices or quantities after a partial payment has been made to that invoice. Currently QBO allows for that feature.

So mostly that is what I do if i need to edit the invoice in removing lines or prices, if i need to add, it is just another invoice.




Most annoying thing about Xero. I want to keep account up to date but often don't receive invoices for a few days. I then need to delete the payment and set the tax point/item description and then mark as paid again. Not a time saver.
Also where's the option to account for VAT for pre-xero invoices?
Also some invoices have typos in VAT - There should be a 100% VAT option on invoices to enter this manually.

I can make many examples of where this may be the case:
• Client is charged for installation with deposit paid and balance payable on completion. At time of installation additional power boards or cables may be required and need to be added to the invoice.
• Client short pays a small amount and business owner agrees to adjust price.
• Client decides he only wants part of the goods ordered and certain line items need to be deleted
• Client is charged shipping or postage and then decides to collect
• Client is late on paying final balance and a late fee is to be added
Xero’s policy to prohibit changes is fine for fully paid invoices and this possibly covers many over the counter sales businesses, but does not cater for the many service related businesses where deposits are taken. As mentioned previously the final amount payable is not confirmed until fully paid.





Thanks!




Sure there is some logic to it but if there is not and or there is a solution that can enable us to be able to change transactions without having to delete payment(s) that have been applied please please do it. Our lock periods and or user access, audit trail should pick up the effects of changes - ultimately we can change anyway, we just need to delete payments which is dangerous and fiddly so we look very forward to a more user friendly process.



We offer services and experiences and some fixed price products so a deposit is made, then very near every one of our invoices requires extra's added to it. So we end up having to create multiple invoices with none that actually show the grande total.
We also deal in accommodation for groups so the numbers change right up to the last day.
We are considering whether Xero is right for us and have been trialling for a few months now. As this is a problem with every invoice we make, I'm not sure the employee time spent producing and reproducing invoices is going to be worth it.
This is a basic function. As noted above, don't worry about how we run our business, just provide the tools to customize the products you are selling and I'll be happy.

Hi,
Just wondering if i can change the tax rate on accounts to which the invoice has already been approved and paid?
Im a tradesperson so all this Accounting is very new to me.
I have been invoicing clients, however for each item on the invoice, which requires an account be assigned, i have been applying 'expense' accounts instead of 'sales - income' accounts.
i now realise that this is adversely affecting my activity statement because certain sales are showing as expenses.
I need to go back into the existing invoices for the last quarter and change all the accounts to sales accounts with a 'GST on income' tax rate, so that this may be reflected in my activity statement.
I tried editing the invoices, and it will let me change the account associated with each item, however the existing tax rate will not adjust accordingly, hence it will not adjust my activity statement report.
I would appreciate any help
Alexander Miller

Once an invoice has a payment against it, the only way you can change the Tax rate is by removing the payment you would change what is needed and then reapply the payment.


It'd be nice to get some conversation going with Xero; it's an echo chamber in here.

Can you do this in myob? YES
Can you do this in any other accounting or general ledger program? YES
I am sick of Xero excuses
Luke Pullin

When sales or payments are entered and money is receipted against them, we are unable to move the GST type. For example if the client codes a payment to an income area, we can correct the account code to the correct expense code but the GST type stays and 15% on income and does not change to 15% on expense. Therefore stays in the GST ledger as a debit to income, and if the client is on ratio method, the calculation for the ratio is based on net figure not the Gross figure.

Kim Payne

It's an extremely frustrating trait of Xero which as Luke pointed out in the last post isn't a problem when using other 'older' accounting software products.
Xero is about making things easier and faster, however the inability to change part paid invoices has the opposite effect

Fifth supplier invoice received today with changes from original order placed due to necessary changes and additions or freight finalised costs.
Unfortunately we've paid deposits.
So CANNOT be edited and need to create and work out additional entry bills.
PLEASE fix this so bills and invoices can be EDITED after a payment is applied - BOTH XERO AND WFM.
It is getting ridiculous.

I agree, I had similar problems but for different reasons. Freight and international transfers are good examples of variable costs that may change after the original invoice is raised.
Meanwhile what you can do is unreconcile the payment from the invoice, this will show the invoice as unpaid and allow you to edit it. Click the payments link on the bottom of the invoice and choose remove and redo option from the drop down menu on the payments screen. The original payment will reappear as an unreconciled line item on the bank rec screen. Once you have made the edits you can reconcile the payment back again. Usually if I know I need to edit an invoice I reconcile everything in the bank account first so when I unreconcile the payment from the invoice it will appear as only one item to be reconciled on the bank rec screen. Once you re-reconcile the payment it will appear on the invoice included in payments made and amount to pay totals at the bottom. Not ideal and takes a bit of time but avoids having to make more invoices/credit notes/bills etc to balance the books.






There are over 100 odd thousands subscribers apparently, but a handful post on the boards. Which is not really a true reflection of what is generally required.
It's probably time for them both to go on a recruiting drive and issue the product that is claims to be - accounting package = false advertising.

But in xero if you initially marked it as GST free because you didn't have the Tax Invoice, then you can't change the purchase to now include GST once you've received the Tax Invoice. You have to cancel/void everything and re-enter.
Xero: this is standard functionality in myob in the Accounts Payable / Purchasing side. Can you please match it. I don't think we're asking for anything out of the ordinary here.
accounts@securebits .

1. Take a pragmatic approach and enter the transactions including the GST if you expect to receive the paperwork, You can always change it before you file (see next point)
2. you don't need to delete/void everything to make a change to the bill. You only need to disconnect the payment bank feed from the invoice (find it in the Bank Account Transactions screen, and use "remove and redo"), then you can edit the coding and reconcile the transaction again. Still annoying, but it works.



Hi
I would like the ability to change GST codes using 'edit' on reconciled transactions. Currently to change the GST code you need to unreconcile the transaction change the code and then reconcile it again. This leads to inefficiency in processing and confusion as to how the transaction was originally reconciled unless you use a pen and paper to write all the details down before unreconciling.
Currently you can change the account the transaction is posted to using the 'edit' function and I would like this to be extended to the GST codes.
I am an accountant using the Partner edition, perhaps you could provide this function just in the Partner edition.
Thanks
Erin

This can be done in Myob, Quickbooks and other accounting softwares - why not in Xero?


There is nothing sinister going on here, we want software that meets its core function and is a delight to use and we are building every day and disheartened when you guys are disappointed in us. We know there’s a a whole heap more capability and potential for Xero and we are going as fast as we can. Thanks for your comments, and patience!







Firstly I want to acknowledge that it is part of good program design to include restrictions that are aimed at ensuring data/systems integrity.
Appears to be confusion between Invoices & Sales Orders/Purchase orders. Generally, an Invoice should be expected to have an enduring value. Problems often get created where sales invoices are edited/amended after being issued. Amending a sales invoice should only be done with great caution & in a current period. Further caution to where it’s being issued – ie the business receiving may be on different reporting cycles. At the end – an amended Invoice should be clearly identifiable as amended. In most cases it is more appropriate to issue a credit note.
Generally where a sale or purchase value may change, should be done via sales/purchase order – maybe a quote. These instruments don’t hit the general ledger and so don't create problems like invoices which do hit GL. There might be some exceptions to invoicing eg Building Industry –it’s also more difficult finding systems to fit with it. Some of the above comments should be directed at requests for sales/purchase orders & quotes.
The issue of editing invoices is different for A/R (Sales) & A/P (Bills). Changing the value & tax type on a sale has implications not only for business issuing but also business receiving – controls are appropriate. Perhaps not totally prohibitive but appropriate controls maybe in the form of cautionary or linked to a user profile to help ensure the person doing so has considered consequences.
My grief is with A/P & & just correcting what are data entry errors and in the current reporting period. Sometimes it’s the client who doesn’t appreciate the crazy GST system we have, but another common problem is data entry get’s delegated to anybody who can produce characters from a keyboard or mouse. It must be a major pain to all who have the role of reviewing a client’s file for lodgement. Every BAS On time there'll be a file or more where time allowance is a quick review that turn into major rework on a BAS deadline. Also a pain for end client when suddenly their bill goes through the roof. Grief all round.
Love Xero, but Xero love get’s tested at BAS time.


thanks, this was helpful.
but i am in the building industry. where does this leave us?
Alexander Miller

People need to remember this software is not just used by accountants, it's used by business owners and employees in businesses.
Compliance for this lies between our company and our client or supplier. Not a Xero enforced ruling. We never had any issues with compliance being able to edit under MYOB for these thing - like I am sure most companies out there did not.
Nearly every invoice we receive needs to be amended from a factory as changes are made after deposits are paid upon receiving samples. Or quantity changes. Or freight is changed. It's endless what is required after deposits are made. This is sometimes the case with client side invoices, however not as much. We usually work this out with a client before money is paid, or it's placed into a balance invoice or separate invoice.
It is the painful experience of not being able to edit supplier bills that is a major, major issue.

What we want:
1. receive a deposit to confirm an order
2. then at a later date adjust that invoice to include all the additional features and services we can add to their order package.
3. we finalize the invoice, they settle the balance.
What currently happens:
1. we create an invoice to receive a deposit
2. we enter the deposit paid amount and it locks the invoice from further alterations.
3. we create a second invoice for the balance including the adjustments to their original booking estimate and manually enter the deposit as a deduction on that account.
This feature is available in a number of other accountancy packages. Please XERO, implement this basic feature. Love your work, but this is a hassle.

I know Xero are working on more with orders for customers, but am not sure if this will be resolved.
We have clients that utilise Xero to do this as follows (and it also keeps the accounting correct):
* Create a Draft Invoice - this can be sent to the customer as a trigger for them to pay the deposit (you may want to have a different invoice template)
* When the deposit is received, enter it via Receive Money, and select the Prepayment Option. This should be an account sitting on your Balance Sheet as a liability. This will ensure that when you look at Accounts > Sales > Awaiting Payment that the deposit is clearly visible against the customer - you will see a small PP icon next to their name.
* Once the invoice is ready to be finalised, it can then be approved for the full value. At this stage, Xero will recognise that there is a PrePayment for your customer, and allow you to apply it against the invoice.
Hope that makes sense!






As BAS Agents its maddening, time consuming and frustrating to not be able to easily change the tax code before lodging BAS.
I strongly lend my voice and my vote to this.


When trying to do a BAS for a client, I would say that there is probably 1 in 10 clients who's doesn't need adjusting. That means that 9 out of the 10 have bodged the GST in some fashion and it needs fixing. At the moment, the course to change the GST to the right GST code is so time consuming and frankly, rife with potential for error. I know that the reason for this complex editing process may be 'protecting the integrity of the file' however the course to change or fix a pre-existing error has just as much potential to cause a further error.
Thanks for listening.

As a growing company, we have decided to change our numbering system for filing, and wish to re-number our supplier invoices using the reference box (which you may put the supplier invoice number into typically). However I cannot edit this box for supplier invoices that have had a payment put against them. Please Please PLLLEEAASSEE can you update the system so that we can make these changes, as the work involved to undo payments and re-do them would be horrendous, and I think it would be an easy update to do, and cant think of a reason why this might not be ok for the system. There must be other companies out there who would love this feature too.
Thank you in advance


Changing what the client has done seems an easy fix but there is a consequence. There is a loss on an audit trail and neither the professional advisor or the client can't go back later on to see what the original error was and what the fix is.
It is easy to enter one GST adjustment transaction with a reference to the error based on the end of year GST adjustment worksheet. How many accountants prepare a GST worksheet detailing the GST to pay or refund due to errors? A Quite a few. How many think the fix is to change the original errors - many!.
There is an easy way and better way of fixing GST or VAT tax errors - just that Accountants in the main don't realise it.



Is there any reason why the options for editing an invoice are so restricted once it has been paid? The same restrictions don't seem to apply to a straightfoward Spend Money from the bank account, which you can edit any part of once it has been created. On an invoice, the only thing you can edit once it has been paid is the Account. Our clients sometimes accidentally use the wrong VAT code or date, and it is quite time consuming to have to delete the payment in order to edit the invoice, and then go back in and redo the payment (especially if it is a large batch payment) and reconcile it again.
Hannah Upton

Spend and receive money transactions are only allowed to be edited in a tax inclusive way, you can alter the net, but not the gross. How would people feel about editing paid invoices if they couldn't alter the gross?
I raise this because while still being a very big piece of work, that method is far more achievable than exclusive editing, which allows a change of gross. Change of gross means invoices becoming unpaid if the amount increases or tax is added. It means overpayments generated or bank rec batches undone when the invoice value drops and the payment now exceeds the invoice. That is a massive piece of work behind the scenes.
Philosophically there is also the issue that if this is a receivable invoice, you shouldn't be editing tax rates or amounts once it is paid. If you have sent an invoice to a customer and they have made payment, you can't address a tax rate coding error by just changing it on your end. The invoice you issued is their proof to a tax authority as to how much tax to pay. If what you have now differs from theirs, you have placed both parties at risk in an audit situation.
For people who are editing invoices in a work-in-progress style, please investigate prepayments in Xero, it allows you to capture non-refundable payments ahead of a presented full invoice.
We want to be honest with you when we say that this work is huge and we are focusing on reporting, quotes and inventory at the moment. Full editing of paid invoices will not be scheduled any time soon, as much as we hate not being able to deliver things we know some of you want.


Hannah Upton

I have a client that is a general electrical contractor as a result customers might pay him portion of the invoiced totals, at times it is possible that the original invoice amount set could change based on the changes in the scope of work as a result my client must be able to modify the invoice to reflect the correct changes. I noticed one important limitation in Xero, Invoices and line items can be added and changed as long as no payments (even partial) are applied to an invoice. I understand why and invoice would be locked from the ability to make changes if the payment is in full, but it does not make sense if you have a partial payment situation. As a result, I would suggest allowing the ability to modify an invoice by adding additional sale items even if partial payment was received eliminating the need for the client to have to delete the payment history, modify the invoice, and re-apply the payments.
I think this should be an easy fix especially since you are giving the ability to edit an Invoice and add sale items when payments are not applied to it.


Also the current system is flawed as there is no way of marking an adjusted invoice. (apart from footnotes). There should be a visible reminder in list view and a link to the adjusted invoice.
Of course it would be a lot easier just to adjust GST codes on the fly.

ie similar to a footnote.
Alternatively, allowing 1 footnote to be attached quickly to multiple lines in the GST audit report would be good. Ideally the footnote should be available within the invoice entry screen and be independent of the paid status.


Please, particularly for the sake of the sync, allow an option to loosen this restriction. If it causes too many issues internally (recalculations of tax, audit trails, etc), perhaps it would be possible to create an admin option to allow this rule to be violated only via approved API applications. Right now it's not possible to change anything after-payment, even re-allocating between accounts, which is a serious issue for the Xero API.

XERO, please change for the next update - its such a simple process it could even be done prior to any update...!!!

Is there any way that you can put in your next software update - the function to update invoices without having to 'remove & redo' applied payments?
It is VERY time consuming as I have to then edit, re-apply payment & reconcile, which is ultimately triple handling (Not to mention room for human-error & difficulty in training sales staff!) I love Xero but an up-date on this function is VERY necessary & over due.
Regards
Sarah Spillane

Please add the ability to edit an invoice's "reference" without having to un-apply payment. We often need to change them after payment has been received and there really doesn't seem to be any reason that it shouldn't be editable.

I would like to be able to edit the code for vat before filing. at present you have to delete the payment - or payments in my case! - and then amend the vat code, then repost the payments to the bank and re-reconcile the bank account.
you can edit the nominal code block, so why not extend that to the vat return block to be edited.
driving me nuts!
I know its user error in the first place, but when trainees are learning vat it can be quite a minefield. as advisor status I should be able to correct these postings easier.
i.e my administrator has allocated my sales invoices to '20% of expenses' and not 'income' I now have to reallocate all of these invoices before I can file the return.
any suggestions would be good?
thanks
Chris

To add to my previous post on how this destroys the API, I think there are many ways to loosen this restriction without creating the related-transaction or reconciliation issues that Xero/Mark mentions. Those are legitimate concerns, and while to be fair many other accounting packages have figured out how to deal with them, I understand that it may take longer to build the full solution.
However, the inability to edit a paid bill for example is a complete show-stopper for us. It's a very, very blunt tool for a relatively targeted and nuanced problem. There are many things that you could edit without creating the issues referenced (date or due date, number, account classifications and allocations, etc etc). For issues which do break other related transactions or which could cause unexpected consequences, it's fine to require an extra step until Xero is able to build a more comprehensive solution (or better yet, simply make it a super-admin permission, or a security setting, or have a clear pop-up warning). Right now, though, the solution is to basically lump a ton of desirable editing capabilities into a single bucket, and ban them all. Much more could be achieved with a scalpel here. As other users have pointed out, this is a particular pain point for partially paid invoices for example, which don't have many of the same issues as fully paid invoices at all and would be a quick win in terms of releasing functionality.
After all, I thought the idea of Xero was to streamline accounting and reduce the amount of specialized "accounting" know-how, tricks, and work-arounds to get simple daily accounting tasks done. This limitation has taken us far away from this aim. This is particularly true, in my opinion, because of the way that it affects the API (Xero's greatest strategic strength over time is the API and integration with other cloud providers, in my opinion). Through the API, absolutely no changes are allowed. So for us, because we use Bill.com to process payables/receivables, we literally can't change a single thing (account classifications, splits, due dates, invoice name, supplier, annotations/notes, etc) one an invoice or bill has been paid or partially paid. It's a nightmare, when it could be bliss.

I'm all for protecting users against themselves. But when you start doing so in a way that requires accountants, who actually do know what they're doing, to jump through 10 extra hoops to do it, in order to protect those who don't, it's time to think about a better way. Usually, that way involves warning a user against risky actions (via permissions, pop-ups, red-button style admin settings, etc) to make sure they know what they're doing before they do it, rather than simply throwing 100% of users into a straight jacket to prevent them from being able to do it at all.
If Xero wants to be a real accounting program, and not just another cloud-based over-simplified expense tracking system for independent contractors, it will need to start treating its users more like informed adults. Radical simplicity/safety is ok in some settings, but a flexible accounting solution which is aiming to serve multiple industries in a truly global setting, is not one of them. For this, there needs to be much more balanced and nuanced solution. Recurring journals (or lack thereof), for me, is another example of this sort of basic table-stakes functionality which is still missing.
If Xero has more modest ambitions, perhaps this is ok, but that's not the messaging or promises that I'm hearing. What I'm hearing, and what I hope, is that Xero has some pretty grand ambitions. If that's true, I think it is a fair request for users who have high hopes for Xero and have gone out on a limb to make a bet on Xero at this relatively early stage, to demand answers to why certain basic functionalities which we've all come to expect are still lacking. If it's that we're not the target audience, perhaps I've misinterpreted Xero's ambitions and marketing (and if so, I'd love to clarify this). If we are, then it can't purely be because of quotes/inventory/busy, which has been the party line for quite some time across a variety of standard feature requests.

My personal feeling is that global coverage and expansion has taken priority over product, at least for a period of time, and that this is an issue of bigger-picture prioritization than just quotes/inventory taking up 100% of development time. If so, while I'm not thrilled about it, I'd be more understanding if we could have a candid conversation about timelines and prioritization not just at the feature level, but perhaps at a broader big-picture level which incorporates a discussion of when Xero will be suitable for accountants, bigger companies, power users, etc. I'd personally prefer it if Xero bit off less to chew in some dimensions, and focused more on the core functionality for a time, but I may not be the target audience and that's Xero's choice.
I would however like to know this, if so. I'd be thrilled to revisit Xero in 12-24 months, if that's the timeframe in which it will evolve into something more full-featured. If Xero if focusing on expansion and catering to independent contractors and small business owners, I'd be happy to rejoin when I am more of the target audience (medium/large businesses, accountants, etc). What I think at times has frustrated me, and others, is the feeling that we're being told one thing but being delivered something different. To me, Xero seems to be clearly marketed based on it's power, capabilities, large feature set, and accountant/bookkeeper friendliness, which is clear from a quick scan of the homepage content and major links/link structure. In other words, it's positioned clearly as a Quickbooks/ Intacct competitor, and not at all as a competitor to Freshbooks/ InDinero/ Kashoo/ Wave/ Outright/ LessAccounting, the latter of which are all marketed as lightweight, super-simple, super-intuitive, just-the-essentials products.
Resources are scarce and trade-offs are necessary, which I understand, but I'd like to have a better sense of who and what Xero is prioritizing so that I can make an informed decision as a consumer. Right now, I feel like the marketing/messaging is spot on for me, but the execution is for someone else.

So its not just one invoice that needs to be un-reconciled, edited and then re matched it can be dozens
Frankly a pain in the neck.

Once a payment has been applied to a sales invoice there does not seem a way of changing the TOTAL on the invoice. So for example the payments amounts do not match the total on the sales invoice, I have to remove all the payments applied just so I can go into the invoice and add on 5c????
This seems absolutely crazy!! Surely there is another way of doing it??
If not then my job is going to take me a lot longer than it used to on MYOB.

This is a fairly simple request yet a very important one, when editing an invoice that is already approved with partial payment received we cannot edit the Description field. I have an electrical contractor client that needs the flexibility to change the description even if the invoice is approved and partially paid for.
I can edit the description but I must first undo the payment to the invoice, while this sounds an acceptable thing it is a huge issue when the client makes one deposit and it contains a large number of invoices. In that case we have to look back at the deposit amount, subtract the invoice payment undone, re-reconcile the deposit. All these steps for a simply change in the description, it would be so much easier to simply allow the user to modify the description whether the invoice is partially paid or not.

If a customer overpays then the overpayment should be treated as an "overpayment" type or you could use the Minor Adjustment or Bank Fees (can code to anything. but just bank fees) line when allocating. This way you can deal with any minor over/underages through an adjustment account without having to edit the invoice. If the client underpays and you choose not to chase it you could use the adjustments mentioned above, or you could use a Credit Note - both much faster than deleting payments, changing, and reapplying.


Hi, it would be really great to be able to change the nominal account that employees have used for employee expenses (as it is sometimes wrong) and also amend the VAT.


I don't know whether I have miss understood the offical position, but I believe the answer is and should be as follows;
1. For sales invoices I agree you should not be able to change the tax code - if it needs fixing you need to issue a credit note to remove the error sales invoice and reissue a new Sales Tax invoice (both correctly referred to as adjustment notes)with the correct tax code. This then gives the customer the correct documents to claim or not claim GST credits.
2. However where purchase/bills are involved and you are not changing the source document but merely correcting an incorrect GST coding, then this should not be a problem for Xero to allow changes to be made. There is no limiting factor in this case.
If the bill has been paid we are not changing the payment already made and therefore the bank reconciliation is still correct. If the amount increases to greater than the amount paid, no problem it sits in creditors until paid or a credit note issued or the bill is re corrected to be a lessor amount. The bank reconciliation is still intact.
Currently the undo and redo functions cause more chance of a bank reconciliation becoming incorrect than the proposed solution of allowing changes to the Tax Code.
Certainly there could be GST issues where GST returns have been lodged, but I believe for those on actuals Xero apparently pick these up in the next round of GST returns.
If I have missed something here I am happy to be corrected, but I vote for the edit function to also allow for not only a change in account coding, but also for changing the Tax Code.


You can put it in notes but theses particular details need to be provided to our customer on the final invoice.

If I am closing off the daily sales I.e
sales are $4000
I should receive $500 cash,$1000 cash, $500 payouts, $1500 amex, $500 visa.
But after I have got to the last entry of Visa $500- I only received $499 the sale cannot be closed. Unless I go back and delete all the previous 3 entries to alter the sale down by $1 then start all over again.
As I have to do this daily and there are up to 6 entries a day to close off each sale it is a very annoying system. With MYOB I could just alter the reg variance and close the sale.

Peter.
I'm an NZ Chartered Accountant, Xero Certified Advisor, add-on Developer and Xero's 2012 Most Valuable Professional. I support small businesses in NZ with professional accounting services and offer paid Xero support and implementation advice to clients all over the globe. Feel free to email me at peter at business-express.co.nz if you need a Xero MVP on your team! Visit my blog for various Xero articles.

I have never done a minor adjustment - how would I do this?







Peter.
I offer live remote Xero support. I am a Xero Certified Advisor and Xero's award winning Most Valuable Professional. I support small businesses in NZ with professional accounting services and offer paid Xero support and implementation advice to clients all over the globe. Get a Xero MVP on your team! I'm an NZ and Canadian Chartered Accountant, business advisor and add-on Developer.
Visit my blog for various Xero articles.


I have had enough of having to go back and delete off 6 payments because the bill is out by a small amount. No I do not want to add a credit on- I just want the sales to be exactly what they should be every day.
XERO need to fix this feature soon before a lot of us get very, very tired of having to do this.

Are you aware that you can use a "Minor Adjustment" function if the payment you receive, or make is out by a few cents, rather than having to go and adjust the Sale or Bill.
https://help.xero.com/AU/#BankAccounts_Details_Reconciliation$BK_BankRec_Adjustment

There will be limitations on what type of user can edit transactions, and a full audit trail given - so any blunders can be found and undone. Note this is planned for release in the next 90 days, thanks!

Joseph makes a very valid point about changing the description field. Hope you can include that as well but if not just making the changes to contact, account and tax code is a great start.
Wendy Thompson







It is so frustrating when I need to change the description of a invoice once it has been paid as I have to reverse the payment this can be a pain if there are a lot of invoices included in one payment. This needs to be changed!!


At the moment, the way to edit the GST code within a purchase transaction that has already been paid is to undo the payment and then edit the transaction, for the accountant, this is cumbersome. It would be great if the GST codes could be edited without doing this

In short - fix this because its a mosquito of an issue (which as we know causes also sorts of annoyances)


But then you are telling people to undo the payments, make the changes, and reapply the payment. The client's still not going to know to adjust their records, unless you tell them.
So what is it exactly are you trying to prevent? Just give us what we want instead of trying to be the accounting police. We will get our way in the end so why not save us both the time and angst.
This is a complete waste of time for people that aren't registered for GST, like me.

We need the ability to change these invoices and the last communication we received in September said that a solution was found and that the development team was working on implementing it. I personally have not heard anything new on this project, and would love to have an update.

Come on Xero can you not see that your customers have been continually frustrated with this issue and surely a solution is possible.

Please have a look at this thread for the most up to date info of the feature: Faster editing of transactions especially to recode. I've included the latest update from there below:
---
It's currently going through testing. We don't have hard estimates on the testing effort - however since it potentially affects all your transactions (and therefore has a ripple effect throughout the system) it's going to be a fairly intensive effort.
It definitely won't be released this year (which sounds bad but since we're half-way through November that's just pragmatic). It was due to be released about now - but to be honest it was more complicated than I thought it would be. Am hoping for January but my sense is it'll be February.
I sincerely apologize to everyone that's waiting for this. (It's looking good - it's a cool feature and my team and I are excited about getting it live)
Craig
CTO @ Xero

Not being able to edit invoices and bills with payments makes editing more time consuming.
For use, we often get a sale and payment on an auction site, and then the buyer comes in an adds to their order. Currently, we need to either make a new invoice or remove their payment so we can then add/change their invoice.
Likewise, when we buy larger orders overseas, we often make partial payments. The final cost in local currency is determined by what it cost over two transactions. However, the costs can not be changed unless the payments are removed. The other option is to leave the invoices unpaid, but that make reconciling messy for the 2.5 months between initial payment and arrival.
Another annoying uneditable part of the invoice is the invoice format (branding). I can not fathom the reason why this cannot be edited once a payment has been added. Really annoying when I've entered a wholesale invoice with the default retail invoice form.
I understand there are security problems with doing this, as someone may accidentally edit the wrong invoice. The 'simple' solution to this is to make this permissions based eg only advisors can do this.


I need to be able to change the Description field on Bills (purchases) after payments have been processed. This should not be a locked field. It should be able to be changed, I can change The account (ledger) code but not the Description field.
Example: I have a description "Laundry Services - August" I already paid that bill but I Just need to change the word "August' for "September".

I need to make changes constantly for clients who do trade in foreign currency, but do receive some invoices in USD for example, and will of course pay them depending on the exchange rate on the day.
Other examples include any payments, such as to the ATO, which include an interest component which fluctuates constantly.
Please update to allow everything within a purchase/sales invoices to be editable after payment or part-payment, as we are all spending many an hour rectifying what should be simple 30-second editing jobs.
If you feel that there is a security issue, you could always add this feature to the list of things that cannot be accessed by limited users.

If a client adds or deletes items from invoices after a partial (deposit) payment has been made is cumbersome.
You have to delete payment first, then amend / update only to re-apply payment again, this is time consuming and unnecessary. I have even had clients make full payment upfront prior to goods despatched, then request a greater quantity etc. All we are doing is creating a larger log file for the same result.
Why can we not amend invoices as we go regardless of payment applied?

But you could solve that by only allowing changes that would make the edited invoice equal to or greater than the sum of the payments applied.
We have large invoices, some over $60,000, with multiple payments. Our clients make partial payments on those invoices to get production going. Then, when everything is finished, they make the final payment. The problem is, there are always minor changes in the unit count finally produced, and by the time the production comes in, and invoice can have up to four payments applied.
You can imagine how aggravating it is to delete four payments against and invoice, adjust it for $100, then re-add the four payments, and then re-reconcile the bank account. All for something that should take 30 seconds! And just imagine the pain if those payments are split across multiple invoices, which they often are.
Please, give some consideration to making invoice edit truly useful and applicable to the real world, not just the world of accounting.


After Inventory, or lack thereof, this is my only major gripe with Xero.

This is a real time waster and as my clients are constantly changing their travel arrangements the accounting side of the business is extremely time consuming when you have to delete multiple payments, then re-enter them and then go back and reconcile the bank account again.
I still - after complaining about this months ago - do not see what the issue is with being able to change the content of an invoice - any of the content - once a payment has been applied.

Oh and on assigning resources priorities -Job Costing/Tracking too - my experience is that now people are over the initial convincing Xero works and is great, common knowledge - being confident with all the basics, they now want more and jobs costing is starting to become a bit of an expectation and disappointment - please please put it on the road map Andrew Tokeley it would be such a nice fit and huuuge celebration for all - it would go along way to bringing back some of the lost love from people. My only real bug bears (not sure if that's the right spelling of bear/bare :-)) is this and inability to do jobs costing in Xero- otherwise still beautiful stuff so pretty good but would be soooo nice. Cheers

:-)


We’re also doing early investigation into another piece of work; the ability to edit the Description, Reference, and Invoice Number from within individual invoices. Further down the track we’ll look into invoice amount changes, but we’ll let you know how we're tracking later on this year.

And Catherine Walker, re what you wrote on 06/03/2012: “Also, depending on legal requirements in each region, if sales tax is altered on an invoice do you need to resend a copy to the customer,” – may be Xero should realise that their customers are not idiots and that the onus is up to US to be aware of legal requirements. Not up to you to stop us from making changes that we could make had we still been in the pen & paper era!
Oh and this forum has been going since 2012?!?!!..... jeez, don’t rush

Sometimes I can have multiple payments made on an invoice, or, if Ive made a batch payment and I may have to change the invoice, like I didn't add shipping or got a price wrong. I hate that I cant edit without taking off a payment first.

I am extremely disappointed, I have to edit quite some invoices with partial payments and it is simply taking forever. It's a waste of time. Please try to get this feature released earlier!!!!


Once you have allocated a payment to a Purchase Invoice the only change you seem to be able to make is to the Expense Code it is allocated to without unhinging the payment, changing and reconnecting the payment. I find this very time consuming. I would like to be able to edit all facets except the amount of the invoice, eg date, GST treatment, expense, GL code, add lines to dissect etc.
Thoughts?

that is all :)
actually I would like to be able to change a lot more fields.


Just wanted to let you all know that Find & Recode is now live - this new feature will enable you to edit some parts of paid and part-paid transactions in bulk. Using Find & Recode, you can edit the Contact Name, Account Codes, Tax Rates, and Tracking on Invoices.
You can read more about it here.
Be sure to check out help for more info on what you can and can't do.
Craig
CTO @ Xero

I will mention again, that you compare yourselves to Quickbooks. In QB I can edit reference information on a bill and the check that paid the bill without having to delete the payment. It is very irritating to have to delete the payment when I am changing something that is not directly tied to the actual payment. It is a waste of time. If I am changing the amount, yes. If I am changing anything else? No. Also, when changes are made. I want to remain in the area that I was in and not have to navigate back to where I was. I want to control when and where I go within the accounting system. I do not want to be continually navigating back to where I want to be. These are flaws, because these should have been considered. Quickbooks does these things, but your system does not. I am just frustrated with the amount of time it takes to do my work in your system. It takes me much longer to get anything done compared to Quickbooks.

Most of our invoices are paid off by monthly installments over a lengthy period of time and because of this a lot of companies we deal with have name changes during this time. It would make life a lot easier if a name change could be applied against an invoice which is partly paid as well as new invoices.

switching from QB to Xero has been overall amazingly positive, but not being able to edit bills without removing and redoing all payment hurts pretty bad when you want to add detail to a bill.
here's a scenario why this is important:
our event has a bill from our hotel for around 100 hotel rooms for our staff and guests for, say, $100k. when I first enter the bill, I will put one line item in $100k of hotel rooms so that I can reconcile the payment in the bank account.
later, I'm analyzing our budget and want to add more detail to this bill (i.e. how much did we spend on guest rooms?)
I want to be able to go back and add detail to that bill to split up that one line item from $100k into two line items, one for 'staff hotel rooms' at $60k and one for 'guest hotel rooms' at $40k, and want to tag these with different tracking codes.
EXPECTED: I should be able to add/remove line items and their amounts, accounts, tracking codes to this bill as long as they still sum to the original $100k
ACTUAL: if any credit notes or payments have been made, I have to remove and redo them in order to add or remove line items or their amounts.
this is really bad if there are a lot of payments and credits from a bunch of mixed bank accounts and cash accounts because re-creating them later is a potentially very error-prone process.
please add the ability to refine detail in bills by editing more fields without requiring a remove+redo of the payments. it's very counter-intuitive

I wish you could edit the date of an invoice after it has been reconciled. Now I have to go remove and redo 15 items of a split payment invoice in order to change the date, and then go through the trouble of reconciling all items again.
Thanks!
Pia Lindstrom



We deal with builders; they want an x amount of work done and in the process of doing that work they realise they need more done (aka variations) and these get added onto the SAME bill. We claim, and receive, progress payments along the way and thus we need to amend certain invoices AFTER part payment has been made. By the looks of this there are a LOT of people in same or similar boat so just change it!!!!



As a Xero partner I share your frustration, and for the purists out there that tell me an invoice should not be modified after it has been approved, I see your point, I understand your concern, and to some extent I even agree with it... but it is unfeasible and inefficient for many industries and small businesses. If the software cannot track the changes in the background then simply give people a choice whether to edit an invoice after approval or not so that this decision can be made between the client and the accountant. Xero should NOT arbitrarily decide if this feature is available or not because hours are being wasted in accounting firms as a result of the inability to efficiently modify an invoice that has been paid or partially paid.

http://techcrunch.com/2015/02/24/xero-accel-matrix-111-million/




Here is my scenario. I operate a small 501c3 ministry in the US (similar to a charitable trust in the UK). We have a bookstore, where we use the Square system for card payments. Ths integrates nicely with Xero. By default, all payments from Square into our checking account are logged by Xero into one account, which I have set as "sales". However, there are occasions when someone in our store wishes to give a donation to our ministry, via credit or debit card. At the moment, the system for amending these Square invoices inside Xero is HORRENDOUSLY complicated, involving a "remove & redo", then editing, then "repaying". There is considerable scope for getting this wrong. I see no reason at all why this cannot be part of a sumple edit procedure - just adding a new line for the donation, and decrementinng the amount in the sales line by the same amount. Please do not wait another THREE YEARS. This cannot be that difficult to program. This is important in the US, because in Washington state I must report sales tax paid on sales, but donations are not taxed.



Hi,
We often issue an invoice prior to shipping goods and receive payment. To do this we have to 'approve' the invoice to add the Stripe payment option.
Once payment has been received, we ship the goods and add additional notes to the product item description field e.g. Product Serial Numbers etc.
The problem we have it that we cannot edit an approved invoice that has been paid/reconciled and we have to 'undo & redo' to edit the invoice product field.
Would it be possible to have a 'notes' section on the invoice, that is always editable irrespective of the invoice status please?
Thanks
Neil

I for one don't think Xero is intuitive at all and the fact that this simple issue still exists after so many years is representative of Xero's ability.... Sorry, it had to be said.





We have a lot of sales invoices that have 5% retentions held till project completion, then a further 5% held for a further 12 months. Is there any chance that you could enable the editing of the due date on these part paid invoices, so they dont appear on my overdue list until I expect them to be paid. Unfortunately, we do not know this when the job is first invoiced, as project completion time is reliant on other contractors on these jobs. I really don't want to invoices the retentions individually, as this would be confusing when we have multiple projects with the same client. I currently enter an expected date, but this doesnt remove the items from overdue figures/reports.


We've recently hired a sales staff member who is "Invoice Only (Approve & Pay)" - however this means that staff member cannot remove payments to make these simple colour changes.
I need to find a work-around for this so my salesman can do his job without requiring myself or the accountant to remove payments, then re-add them once changes have been made:
1) Change user permissions - not ideal as the next permission level allows bank balances to be viewed and accounting damage to be done
2) Send out DRAFT invoices to customers, however it appears that regardless of invoice branding the 'pay online now' creditcard link will not be sent to customers therefore they have no way of paying. Again, not ideal.
3) Any other suggestion?
The inability to edit a paid or partially paid invoice creates an incredibly frustrating workflow for us.

I'm currently checking out MYOB and it lets you do it AND they are giving xero users 6 MONTHS FREE if you change over!!
such a simply request that has no implications on anything!!!!

I can see an old 2013 offer. Is there a link to a current offer?


My old accountant strongly recommended to switch from MYOB because of cloud-based access.... What a nightmare that was. If only I had waited.

Why do we have to remove any or all payments to make such a simple change to invoices.
Once a payment is applied it locks you out of so many simple and basic functions that should just be a single click rather than the current 10 steps.
Can't change description...
Can't change unit price...
Can't change quantity...
Can't change date...


We’ve made a few changes today so that you’re now able to edit the following fields on paid/part-paid invoices and bills:
Contact, due date, invoice number, reference, and line item descriptions.
For those who need to increase the invoice amount or add additional items you’ll still need to create a new invoice for the changes. Our recommendation for how to handle this is:
1. create a new invoice with the additional line items
2. when the payment comes in from your customer - apply this to the original invoice. This will create an overpayment
3. when you go into the new invoice - you will be able to apply the overpayment
4. If you need to send an updated invoice to the customer showing line items, amounts etc - you can now copy multiple invoices into a new sales invoice - see release notes here.
If you need to change tax rates, Find & Recode is an efficient and easy way to do this as an adviser.
With the release of Find & Recode, and these changes made today, most items on a paid invoice can be edited. Currently we have no plans to extend this. So we have returned your votes for this feature request and, based on our analysis of the comments in this thread, created these new feature requests:
a. Sales Invoices - Add/remove line items on a paid/part-paid invoice
b. Sales Invoices - Edit the Unit Price and Quantity of a paid/part-paid invoice
Thanks again for your thoughts, criticisms and pushing us! We want Xero to become the best thing since sliced bread, so please continue to add your thoughts on the requests we’ve linked above.

Would be great if we could edit an invoice that has a payment allocated already - without removing and redoing the payment. Would save us a lot of time!
The edits that we usually do is: changing the due date, or adding an extra payment, or adding a new item or fee etc.
Thank you!



Progress payments would be better thou :)


Currently once a purchase invoice is paid, partly or fully, we cannot edit the tax code. To change the tax code, we would need to undo all the payments. This would save us a lot of time if we can edit tax code on the invoice when it has been paid (or partly paid).

"2. when the payment comes in from your customer - apply this to the original invoice. This will create an overpayment "
If the original invoice was for £50 and the payment against that invoice was £50 then how is there an overpayment?
Is a line item needs to be changed, or added, then I am assuming the only way of doing this is to remove/redo the payment and edit the invoice.
Once you remove/redo the payment, the system then takes you into an account transaction list - really helpful when you need to be in the original invoice to edit it. So yet more unnecessary clicks to go back and find the invoice again to edit it.
Unless I am missing something, I can see now other way around this, and creating a new invoice isn't any quicker.
it seems yet again that Xero are simply resisting this on a point of principle. You have many many customers on this thread asking specifically for functionailty which you simply refuse to implement. It's the same old story.

Peter Harvey's step 2 does combine a couple of items and over-simplifies it. You are right in that if you want change a line, the only way is to remove & red the payment, make the change and then re-apply the payment. I agree that Xero are dragging their heels here - it is my single most frustrating part of an otherwise enjoyable experience! I would really like Xero to put a setting under Financial settings that allowed Advisors to set whether invoices could be edited after payments had been applied. This would allow the purists to maintain their "thou shall not touch" approach to be maintained, and give the rest of us real-world pragmatists fixing up thousands of client errors ever year (not to mention the clients themselves) the flexibility to do our job faster!
Here is a tip to speed up the process:
1. From the invoice right click on the payment and choose Open in new Tab. Do this for each payment if necessary.
2. In the new tab(s) choose Remove & Redo. Close the tab once it is complete.
3. In the original invoice refresh the screen.
4. Now you can edit the invoice.
5. Go and reapply the payments.
I hope that helps.
Peter.
Xero Certified Advisor, Canadian CPA & New Zealand CA and Xero's award winning Most Valuable Professional. I give implementation advice to clients all over the globe. Get a Xero MVP on your team! Visit my blog for various Xero articles.
You can book a live remote Xero support session with me or self-paced Xero training for a very reasonable price.



After paying supplier payments, I have noticed that the tax rate is incorrect on a supplier invoice.
ie. something that should be GST Free was initially entered incorrectly as GST applicable.
The Grand Total amount is still the same.
After making making a supplier payment, I cannot edit the TAX RATE field.
So I have to "Remove & Redo" the payment in order to do the editing.
Can we have as a new feature that we can edit the TAX RATE.
At the moment, we are able to edit the ACCOUNT/ general ledger code field without having to "Remove & Redo" the payment. Surely, this feature can be switched on for the TAX RATE field as well.

I.E. If a customer has added another item after their initial deposit.


A customer made a progress payment or deposit to begin work and now they want more work done and the invoice is not finalised because balance is still outstanding because the works are not completed in full yet but I have to delete all payments to make a basic change of an amount or do the long winded way XERO thinks is better....really?
A simple edit button is all that is required. Listen to the customers that need this function most days!
It is really becoming frustrating now!


This new solution of creating a new invoice will not work in our business model and unfortunately is not a positive solution at all. We need to edit invoices without removing payments as our wedding clients in particular constantly change their mind (as they should be able to). Can someone please explain why this cannot be done?
We have been close to cancelling our subscription because of this issue. Please fix this as this is a major flaw in your system and does not streamline our services, therefore taking more time and money to complete what should be a very simple task.
There are many great things about Xero, however this is one issue that is certainly tarnishing our experience.

We are a landscaping business and the amount of times our customers changed their minds while we are onsite is like 90% of the time and this is when they have paid a deposit and a progress payment or two.
My husband won't use Xero because of this MAJOR inconvenience and invoicing has to wait until he gets home. Our invoices are normally sent 24 to 48 hours later than they should instead of being able to send them while he is onsite, therefore putting us in financially stress!!!

Good luck fellow Xero users!
I would really appreciate someone from Xero to enter this conversation as this issue is clearly not 'done' and explain why after nearly half a decade this issue has not need fully resolved.

So seems to me Xero made a couple of other fields editable BUT NOT THE INVOICE AMOUNT and then just marked it as finished. Probably just so that they can state that they listen to users.... Maybe re-posting this will do the trick...

Yes, thank you I did notice that. I will be writing another email to Xero today stating this and reposting is a great idea as well.
Thank you and best wishes



How to edit existing transactions, correct a date, or add some more details, then save the changes ??
How to call up a previous transaction, change its date and/or invoice number/s, then save as new transaction ??
TIA's

When it comes to editing existing transactions, you can edit a draft invoices to correct date, drag and drop columns and add more details then send it for approval or approve it yourself depending on your user role. You may also check this link: https://help.xero.com/au/Invoice-EditDraft.
You can also edit a previous transactions and save it as a new transactions, however there are limited fields that you can edit. You may check it here. On editing paid invoices, you may also check this link: https://help.xero.com/au/Payments_AR_PaidView
Hope that helps.




A new feature request thread has been started to allow EDITING OF UNIT PRICE AND QUANTITY OF A PAID/PART PAID INVOCE. Please visit this new thread and vote for this feature if it's important to you. The more votes we get, the more likely this will be addressed.
Here's the link: https://community.xero.com/business/discussion/11338545/
Thank you!


A new thread has started, please vote:
https://community.xero.com/business/discussion/11338545/#answer
Jill Blunsom

This partial change does not help our organisation
We need to be able to have the option to edit invoices without having to remove the payments first
When asked our opinion on Xero we always refer to our frustration and time wasting on this particular issue
Come on Xero - this is a daily frustration for us

Please Xero fix it! Invoices that are part paid or fully paid need to be able to be editable.




Please Please give us the ability to add or remove lines from a partially paid invoice!


I put all the details of my customers order on the invoice. When they make minor changes I need to update it quickly


s still usually 75%. Case in point this issue, they fixed it 60% and then call it done. They made it so you can change a few fields, but not the ones we really need to change in the real world. They allow us to change the ones that require the least amount of rewrite of code and least amount of work for their developers. Xero you really need to look at is product team or developer laziness contributing to a less great product than you could have. Its infuriating they fix this issue, like others 60%, at best, then mark it as done only to never re-visit it again.

