Cannot edit or remove an invoice with payments

Steps

1. To correct just the description or due date, open invoice Details → Edit description / due date. The invoice amounts and payment history remain intact.
2. Open invoice Details and review its payment history.
3. If you are correcting an entry error, first make a backup and record the details you need to preserve.
4. Remove a genuinely incorrect recorded payment before correcting the invoice, then re-enter the correct payment afterward.
5. Do not erase real paid invoice history just to change a price. Handle credit notes or formal invoice revisions in your normal bookkeeping. ClearDesk IQ has no credit-note ledger.

Check that it worked

Unpaid invoices can be edited, while invoices with recorded payments remain protected.

Help codes

This article covers these on-screen help codes:

• CSC-INVOICE-002

Still stuck?

If an invoice has no payments but still cannot be edited, report its status and help code.

Related

• A payment is rejected or the balance looks wrong
• Cannot invoice more than the approved contract
• A customer, job or change cannot be removed