Editing a member invoice

There are two ways to edit a member invoice, either from the invoice view or from the member page, both of which are really easy.

From the invoice view

To edit an invoice from the invoice view, click Invoices in the sidebar and then select the invoice that contains the member invoice you want to edit.

With the Recipients tab selected, click the member whose invoice you want to edit.

To edit this invoice only, click Options and then select Edit invoice from the dropdown.

You can only edit an invoice if there has been no payment made against it.

Step 1. Edit invoice

Make any changes you want and click Edit invoice. The changes will be applied to the invoice immediately.

You can’t edit the Name of the invoice here. If you want to do that, you must edit the main invoice so that it applies to all invoices.

Step 2. Resend invoice

To resend the invoice, click Resend invoice. The amended invoice will be sent immediately.

If you don’t want to resend the invoice, click Don’t send.

From the member page

To edit an invoice from the member page, click Members in the sidebar and then on the member in the list.

With the Invoices tab selected, find the invoice you want to edit and click on it.

To edit this invoice, click Options and then select Edit invoice from the dropdown.

You can only edit an invoice if there has been no payment made against it.

Step 1. Edit invoice

Make any changes you want and click Edit invoices. The changes will be applied to the invoice immediately.

You can’t edit the Name of the invoice here. If you want to do that, you must edit the main invoice so that it applies to all invoices.

Step 2. Resend invoice

To resend the invoice, click Resend invoice. The amended invoice will be sent immediately.

If you don’t want to resend the invoice, click Don’t send.

For more information on how to edit an invoice, see Editing an invoice.