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Must know
  • Only a Draft invoice with no payments can be deleted. A sent-but-unpaid invoice can be cancelled; once any money has been received, you issue a refund instead.
  • Deleting a draft can’t be undone.
  • Editing is available while an invoice is a Draft or still owing (Unpaid, Past due, or Overdue) — but not once any payment lands on it or it’s cancelled. Invoices you built by hand are fully editable; one generated from a registration or store order can’t be edited.

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Edit an invoice

1

Open the editor

Go to Financials → Invoices, open the row’s ⋯ menu (or open the invoice), and choose Edit invoice.
2

Make your changes

Update the recipient, line items, or due date — the totals recalculate as you go. This works for invoices you created by hand. An invoice that came from a program, event, membership, or store registration is locked: it can’t be edited, so if the details are wrong, cancel it and create a new one instead.
3

Save

Click Save changes to keep the edits, or Save & send to save and email the family the updated invoice. If you edit an already-sent invoice, the family gets the refreshed copy.

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Delete a draft

From the ⋯ menu on a Draft invoice, choose Delete and confirm. This removes the draft entirely — since it was never sent, nothing touches the guardian’s balance. If the invoice has already been sent or has any payment against it, Delete isn’t offered. To stop a family owing a sent-but-unpaid invoice, cancel it instead — that removes the charge from their balance and leaves a record. Related: How do I create and send an invoice? · How do I cancel an unpaid invoice? · What do the invoice statuses mean?