Change, void or credit an issued invoice

Go to: the invoice → Edit, Void or Credit note (under More on a phone).

• Edit makes a new version with the same number: say what changed (optional) and Save version. Use the current business and client details picks up changes since it was issued (off keeps the old ones). Every version is kept in History (who, when, what).
• Void keeps it in your records marked void; nothing is owed, and its hours can be billed on another invoice.
• Make a credit note makes a draft with the invoice's lines taken off, to change and issue like an invoice. An issued credit note reduces what's owed on the invoice.
• Delete draft is only for drafts.
• Hours changed since it was issued: if a manager later changes, rejects or reopens hours that are on an issued invoice, the invoice says so and shows the difference. You decide what to do (a new version, a credit note, or nothing).

Example: Coastal Homes asks for their new address on ST-1042. Sam taps Edit, turns on Use the current business and client details, types New address and taps Save version. The number stays; version 1 is in History.