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Update an invoice when its dates, memo, event link, or supporting files need to change but the posted amount is still correct. These edits preserve the invoice number, approval, and recorded payments.
This guide focuses on descriptive invoice details. To change the event link, follow Linking, Unlinking, or Moving an Invoice, which covers the additional steps for invoices with payments.

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Open Edit Mode

  1. Open Financials → Event Financials, or open an event and select Financials.
  2. Select the invoice row.
  3. On the invoice page, select Actions → Edit.
Invoice INV-486418-300 in read mode, with the Actions menu open and Edit available above the event, invoice date, due date, memo, and line items.

Use Actions → Edit to begin a descriptive correction without changing the invoice's financial record.

The page switches from read mode to edit mode. The header now shows Upload File(s), Cancel, and Save.

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Make the Changes

Update any of these fields:
Invoice INV-486418-300 in edit mode with invoice date July 10, 2026, due date August 22, 2026, and a corrected independent-adjuster-review memo; Upload File(s), Cancel, Save, unchanged line items, and an empty attachment drop zone are visible.

Edit mode keeps the financial line items intact while you correct descriptive fields; the empty drop zone is ready if a supporting file is needed.

For a posted invoice, Type, payee, Line Item Types, amounts, and directions cannot be edited here. Reverting payments does not unlock them. If one of those facts is wrong, replace the invoice.

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Save and Verify

Select Save. If the event changed on an invoice with recorded payments, the app first explains that it will remove the payments, move the invoice, and re-record the same payments against the new event. Confirm only after checking the source and destination. After the page returns to read mode, verify:
  • the revised dates and memo appear in Basic Info;
  • the intended event link is shown;
  • the attachment pane contains the correct files;
  • the status, approval badge, Paid amount, and Balance Due are unchanged; and
  • event-level reserve figures reflect any decision made while moving recorded payments.
Selecting Cancel discards the staged changes. If you have changed anything, the page asks whether to keep editing or discard the changes.
Saved read-mode invoice INV-486418-300 showing the July 10, 2026 invoice date, August 22, 2026 due date, corrected memo, Not Approved badge, unchanged line-item amounts, and an Attachments pane with no files attached.

After saving, confirm the corrected dates and memo appear in read mode while approval and settlement figures remain unchanged.

The accounting record keeps the correction auditable: a date change reverses the incurred posting on the old date and reposts it on the new one. See What Each Action Posts for the underlying model.