This article will help you edit, deactivate or restore an existing invoice.

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
• Delete an invoice
• Recall a sent invoice
• Restore an invoice

Edit an invoice

1. Click Invoices in the left navigation menu
2. Click the Invoice Number
3. Click More actions
4. Click Edit
5. Edit details
6. Click Save, Save & new or Preview & send

Delete an invoice

The invoice must be unpaid to be deleted.

1. Click Invoices in the left navigation menu
2. Click the Invoice Number
3. Click More actions
4. Click Delete

For auditing purposes, deactivated invoices cannot be completely removed from your account.

Recall a sent invoice

If you sent an invoice to a customer, you can delete the invoice in your account, but that will not delete the related bill in their account.

You can easily send your customer a note right within Bill.com, to let them know the invoice is no longer valid. You can then recreate and send a new invoice if needed.

Restore an invoice

From the Invoices page

1. Click Invoices in the left navigation menu
2. Click Filter
3. Select Inactive under show
4. Click Apply
5. Click the Invoice Number
6. Click More actions
7. Click Undelete Invoice

From a customer record

1. Click Customers in the left navigation menu
2. Click the customer name
3. On the Invoices tab, click Active and select Inactive
4. Click the invoice number of the inactive invoice
5. Click More actions
6. Select Undelete Invoice
   

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.
• Inactive invoices can be viewed by selecting "Show Inactive Invoices" at the bottom of any invoice list on a customer record, or on the invoices page in the left menu, using the filters available.