Edit, delete or restore an invoice

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
Delete an invoice
Recall a sent invoice
Restore an invoice

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.