Edit, void, or duplicate a document

Documents don't have to be final the moment you create them. Open any invoice, estimate, or bill and use its action menu to edit, duplicate, or void it.

Edit

Need to fix a detail? Choose Edit to change the customer, line items, or anything else, then save.

You can edit an invoice while it's a draft or sent but unpaid. Once it's been paid, it's locked — record a refund or issue a new document instead.

Duplicate

Choose Duplicate to copy an existing document into a fresh one. It's the quickest way to raise a similar invoice — same customer, same line items — without starting from scratch.

Void

Sent something by mistake? Choose Void to cancel it. The document stays on record marked "Voided" — so your numbering stays intact — but it's excluded from your totals and reports.

Void is only available before any payment is recorded. If a payment already came in, refund it first.

Voiding keeps the paper trail; deleting removes a document entirely, and is meant for drafts you no longer need.