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;
- Go to invoices > Then Select the Invoice you want to reset.
- 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).
- your reset to draft, once you've made your edits save and approve and this will resend to account automatically.
- Your all done!
For info on reseting invoices, check out this article: How To Reset an Invoice to Unpaid