Edit invoice draft
As long as an invoice is a draft, you change the recipient, line items, texts and template in the editor. Final invoices open in the editor read-only.
Web
Chöre›Chor›Kassenbuch›Rechnungen›Rechnung›Bearbeiten
This feature is only available on the web.
Permission required: Cashbook – Create & edit transactions
What is this?
A draft can be opened and changed as often as you like. The editor is the same as when creating, with the live preview on the right.
How to edit a draft
- Open Ensembles, choose your choir and go to Cash book > Invoices.
- Open the draft and click Edit at the top. Or choose Edit in the row’s ··· menu.
- Change the details: account, language, template, dates, e-invoice, recipient, line items and texts.
- Click Save to keep the draft, or Save & finalize.
Permission
You need Create & edit transactions.
Tips
- A final invoice in the editor? If you open a final invoice in the editor via an old link, everything is locked. The notice at the top takes you back with Go to invoice.
Frequently asked questions
Can I still change a final invoice?▾
No. Final invoices are locked. If something is wrong, you cancel them with a credit note and create a new invoice.
Why is the Edit button missing?▾
It only appears for drafts and only if you have **Create & edit transactions**.
Does the draft get a number when I save it?▾
No. The number is only assigned when you finalize.
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