Edit Paid Invoices

Paid invoices sometimes need updates—maybe you forgot to mark a service as prepaid or need to correct an entry. Here’s how to enable editing for paid invoices, set user permissions, and safely adjust invoice details.

Step 1: Open the Settings page.

Step 2: Go to Custom Permissions.

Step 3: In Custom Permissions, locate the option to edit paid invoices.

Step 4: Select which users or roles can edit paid invoices.

Step 5: Click Save Changes to apply your updates.

Now, let’s walk through creating and editing a paid invoice.

Step 1: Create an Invoice with both a prepaid and a non-prepaid service.

Step 2: Mark the invoice as Paid.

Step 3: If you notice a service is missing from the Benefits tab, it might not be marked as prepaid.

Step 4: Edit the paid invoice. Go to configuration options and toggle on prepaid service for the missing item.

Step 5: Update the invoice.

Step 6: After updating, ensure redistribution occurs. Click the appropriate button to redistribute the benefits as needed.

Step 7: Check the Benefits tab. Both prepaid benefits should now appear.

Editing paid invoices is a valuable way to resolve mistakes post-payment and ensure customer benefits are recognized correctly. With the right permissions enabled, you can make secure and accurate updates whenever needed.