Britixo CRMBritixo CRM Enterprise Help Centre
How-to guide

Edit a draft invoice

Correct customer details, line items, dates and terms before the invoice is finalised or paid.

Audience: Finance staffFeature: InvoicePermission-aware
Feature pathSales → Invoices → Open invoice
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this feature does

Correct customer details, line items, dates and terms before the invoice is finalised or paid. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.

Step-by-step workflow

  1. Open Sales → Invoices → Open invoice and locate the existing record.
  2. Review status, activity, related transactions and client-visible history before editing.
  3. Change only the fields required by the current business event.
  4. Recalculate or recheck dates, totals, tax, ownership and visibility when those values are affected.
  5. Save and resolve any validation errors on the same form.
  6. Refresh or reopen the record and confirm the new value appears in the summary and activity history.
  7. Notify the customer or responsible team only when the edited information changes their action or obligation.

Important fields and decisions

Customer and billing addressConfirm this information is accurate and appropriate for the record.
Invoice number and datesConfirm this information is accurate and appropriate for the record.
Currency and payment termsConfirm this information is accurate and appropriate for the record.
Line items, quantity and rateConfirm this information is accurate and appropriate for the record.
Taxes, discount and adjustmentConfirm this information is accurate and appropriate for the record.
Client note and termsConfirm this information is accurate and appropriate for the record.

Checks before completion

  • Confirm the customer and currency before adding items.
  • Review totals and tax treatment before sending.
  • Do not edit a paid invoice without following the organisation’s accounting procedure.
  • Check whether the result should be visible to a customer contact or only to staff.
  • Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:invoicepaymentcredit notechecktaxcurrencyapprovalsales accountingclient portalremindersnotificationscustomers
Create an invoice →Create an estimate →Convert an estimate to an invoice →Record an invoice payment →Create and edit a recurring invoice →