Edit / Cancel Invoice

✏️ To Edit an Invoice

• Open the Invoice from the list.

• Click Edit.

• Make your changes:

  • You can modify:

    • Project

    • Invoice Date

    • Due Date

    • Billing Items

    • Quantity

    • Amount

    • SAC/HSN Code

    • GST Tax Rate

    • Client

  • You can remove billed items by clicking Remove next to each line.

• Click Save to update the Invoice.

✅ When Edited:

• Any change in amount or GST recalculates the client and project ledger.
• Edited Invoice updates billing items, client statements, and project statements.
  • Editing is allowed only if no payment receipt OR not credit note records created for the Invoice.

🚫 To Cancel an Invoice

• Open the Invoice.

• Click Edit Invoice.

• Click Cancel at the bottom.

• Confirm the cancellation.

✅ When Cancelled:

• A Credit Note is auto-generated for the cancelled Invoice.
• The amount is reversed in client and project statements.
• Cancellation is not allowed if any payment record exists.
• In such cases, you must issue a Credit Note manually to reverse or adjust the amount (full, partial, quantity, or tax)

⚙️ Action Items in Invoice View