How To Reset an Invoice to Draft


Today we will walk through the steps to reset an Invoice to Draft so that you can make edits to an unpaid invoice. 



To get started;

  1. Go to invoices > Then Select the Invoice you want to reset.

    Screenshot 2023-09-26 at 12.38.14 PM.png

  2. Click the 'Options' button, then reset to draft(If you are integrated with an accounting package you will need to 'Reset sent to [Acc. pack.]' before you reset to draft).

    Screenshot 2023-09-26 at 12.39.54 PM.png

  3. your reset to draft, once you've made your edits save and approve and this will resend to account automatically.

    Screenshot 2023-09-26 at 12.40.01 PM.png

  4. Your all done!


Additional Information

For info on reseting invoices, check out this article: How To Reset an Invoice to Unpaid

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