How Can You Edit an Invoice

When an invoice is not yet paid, some of its components can be edited.

What You'll Need 

What you can Edit

  • Issue Date
  • Due Date
  • Reference
  • Payment Method
  • Discount
  • The DescriptionUnit PriceQuantity and Discount of every line item.
  • Add new line items and existing fees. 

Edit an Existing Invoice

  1. Find the invoice under Billing/Invoices or by opening the profile of the member it was issued to.
  2. Open the invoice.
  3. Click Edit.
  4. Update the invoice attributes and the invoice line items.
  5. Click Update.

What Happens with the PDF Document

If you have configured OfficeRnD to generate the invoice documents, the PDF document will be automatically regenerated after you edit the invoice. You can download and review the updated document by clicking on its name. 

If you have configured an accounting system to generate the invoice documents, the PDF document will be automatically updated after the changes on the invoice are synced with the accounting system. 

How can I Generate a PDF Document From Another Invoice Template in OfficeRnD?

If you have configured more than one invoice template in the OfficeRnD Settings, you can use the Generate PDF button to select a template and generate a new version of the invoice document. 

If you don't see the Generate PDF button, that means that the invoice documents are generated by the accounting system you integrated with OfficeRnD. 

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