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Edit or credit an invoice, or delete a draft

Distinguish editing an invoice, creating a new credit note and permanently deleting an unissued draft.

A draft is not an accounting entry yet. A finalized invoice is, and uses the same editing and deletion checks as Sales. A credit note is a separate document; a refund is a separate cash flow again.

Step by step

  1. 1Open a draft to complete its input. Choose Delete draft when an unfinalized invoice or credit note can be removed, then confirm. Its content is actually deleted without a draft archive; no invoice number or accounting entry is affected. This deletion action is not available for quotations.
  2. 2If the draft came from a recurring series, you delete only this draft. That occurrence remains visible as Skipped without draft content. The series continues. To stop future invoices, open the series and pause or end it. The series also keeps its own template after the original source draft is deleted.
  3. 3Open a finalized invoice and choose Edit sales entry for a permitted change in an open period. Check the new preview. The same invoice, its number and journal identity are retained; an ordinary edit does not create a deletion record.
  4. 4If you only increase the invoice amount, existing receipts and previously posted payment differences are retained. The additional amount becomes outstanding; no extra receipt or write-off is created. If you also change tax details, the related VAT and credit calculations are checked again.
  5. 5Choose Create credit note to issue your own credit note. For an original invoice in Boekhouden, select the source and the lines to credit; its original currency and fiscal facts remain authoritative. For an external original invoice, enter the original invoice reference requested.
  6. 6Check the credit preview and finalize the credit note. Record any refund separately. Creating a credit note does not automatically return money; the amount still refundable remains visible.
  7. 7Deleting a finalized invoice uses the existing Sales action and its displayed checks. Unlike a draft, a minimal deletion record remains. After a change, download or send the current PDF if needed: Boekhouden does not keep a historical PDF archive.

What is on the screen?

  • Delete draft with confirmation
  • Edit sales entry and posting preview
  • Original invoice and credit lines
  • Outstanding or remaining refundable amount

What happens next?

Deleting a draft does not stop a recurring series. An edited finalized invoice keeps its number, including when its invoice date changes. An issued credit note receives its own number and remains separately traceable from receipts and refunds.

Continue reading

Create and finalize an invoice

Start with a draft, check the automatic preview and finalize the invoice when its details are correct.

Read guidance →

Sales, receivables and receipts

Understand how a sale, open receivable, receipt, credit note and refund relate to each other.

Read guidance →

Manage recurring invoices

Create a recurring series from a draft and manage its template, scheduled dates, pauses and automatic actions.

Read guidance →