{"schema":"exacc.help.page/1","url":"https://exacc.au/help/manage-invoices/","title":"Find, edit, copy or delete invoices","description":"Search and filter invoices, quotes, credit notes and templates, see what is still owed, and edit, duplicate or delete an invoice.","category":"Invoicing & Payments","summary":"**Business › Sales › Manage Invoices** lists every invoice and credit note, with filters for customer, number, status, sales person, dates and amount. Click a row to open it. From an invoice you can **Edit**, **Duplicate** or **Delete** it. An invoice is either **Draft** or **Finalised**; what is still owed shows as **Total Due**.","lastVerified":"2026-09-29","apps":["app","mobile"],"processIds":["manage_invoices"],"start":{"label":"Open Manage Invoices","url":"https://app.exacc.au/{dbId}/sales/invoices"},"menuPath":["Business","Sales","Manage Invoices"],"steps":[{"step":1,"title":"Open Manage Invoices","body":["Open **Business › Sales › Manage Invoices**. The list shows Number, Client Ref, Client Name, Issue Date, Pmt Date, Total Gross, **Total Due**, Sold by, Status, Type and Order Ref. More rows load as you scroll."],"url":"https://app.exacc.au/{dbId}/sales/invoices","image":"https://exacc.au/help/manage-invoices/step-1.png"},{"step":2,"title":"Filter the list","body":["Use **Select Customers**, **Invoice No** (press Enter), **Status** (Draft or Finalised) and **Sales Person**. **More Filters** adds an issue-date range, **Minimum payable**, and **Type**: Invoices and Credit Notes (the default), Quotes, or Templates.","Filters are kept in the page address, so you can bookmark a view. **Reset all filters** clears them; the download button saves the list as a CSV file."]},{"step":3,"title":"Open an invoice","body":["Click a row. A finalised invoice opens its summary; a draft opens straight in the editor. The **…** menu on a row also offers **Go to contact**, **Create Credit Note**, **New payment**, **Download PDF** and **Email to client**."]},{"step":4,"title":"Edit it","body":["On the summary click **Edit**. Change what you need, then click **Update & Finalize** to keep it finalised.","Careful: **Save as Draft** on a finalised invoice turns it back into a draft. If the invoice was already emailed, send the corrected version again."]},{"step":5,"title":"Duplicate it","body":["Click **Duplicate**. Exacc makes a new draft for the same customer, dated today, with the same lines, header and delivery details and with you as the sales person. It opens so you can adjust and post it."]},{"step":6,"title":"Delete it","body":["Choose **Other Actions › Delete** and confirm. Draft and finalised invoices can both be deleted; there is no \"void\".","An invoice with payments cannot be deleted until the payments are deleted, and one created from a quote cannot be deleted. Deleting an invoice made from timesheets frees those entries so they can be invoiced again.","To reverse an invoice but keep a record, create a credit note instead."]}],"sections":[{"heading":"Is it paid? Has it been sent?","body":["Invoices have only two statuses, Draft and Finalised. On the summary, the **Due** badge shows what is still owed and the chip beside **Send As E-Mail** shows **Not Sent Yet** or **Sent on** a date. In the list, **Total Due** of 0.00 means paid."]},{"heading":"Other actions on the summary","body":[],"list":["**Other Actions › Download PDF**: pick a **PDF Template** (it is remembered for that invoice) and download.","**Show Customer**, **See Activities** (who changed what).","**Payments History**, **Create Payment for Invoice**, **Create Payment Plan for Invoice**."]},{"heading":"Locked periods","body":["If the invoice date is on or before your **Accounts Lock** date (General Settings), editing, duplicating, deleting and adding payments are refused."]}],"related":["https://exacc.au/help/create-invoice/","https://exacc.au/help/create-credit-note/","https://exacc.au/help/record-customer-payment/","https://exacc.au/help/create-quote/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}