This article will help you edit, deactivate or restore an existing invoice. Your role must include the permission to Manage Invoices.
If you need the steps to create a new invoice, please see the article linked at the bottom of this page.
Jump to:
Edit an invoice
- Select Invoices in the navigation menu
- Select the Invoice Number
- Select Edit
- Edit details
- Select Save, Save & new or Preview & send
Delete an invoice
The invoice must be unpaid to be deleted.
- Select Invoices in the navigation menu
- Select the invoice number
- Select Delete
- Select Yes, delete to confirm
For auditing purposes, deactivated invoices cannot be completely removed from your account.
Recall a sent invoice
If you sent an invoice to a customer, there's no way to recall it from them.
You can edit the invoice and that updates the related bill in their account, if you're linked to them via the Bill.com Network.
You can delete the invoice in your account, but that won't delete the related bill in their account, if you're linked to them via the Bill.com Network.
Restore an invoice
From the Invoices page
- Select Invoices in the navigation menu
- Select Filter
- Select Inactive under Show
- Select Apply
- Select the invoice number
- Select More actions
- Select Undelete Invoice
From a customer record
- Select Customers in the navigation menu
- Select the customer name
- On the Invoices tab, select Active and select Inactive
- Select the invoice number of the inactive invoice
- Select Undelete
Things to know
- If your account is a subscription free Basic Receivables account, you can edit invoices, but if your customer then edits on their side, those changes will override yours.
- For security and auditing purposes, invoices are never permanently deleted from your Bill.com account.
- You can view inactive invoices by selecting Show Inactive Invoices at the bottom of any invoice list on a customer record, or on the invoices page in the menu, using the filters available.
