Edit an Invoice after payment has been applied

Overview

This article provides a guide on how to edit an invoice after a payment has been applied. Since invoices and orders are linked, you must first remove any existing payments and then delete the connected invoice to unlock the original order form for editing.

How-to

When an invoice has been generated for an order, the original order form will be locked from further edits. Since invoices and orders are linked in Brandboom, you cannot edit the original order form independently. To unlock the order form, you must remove or refund any payments on connected invoices and then delete the invoices.

Remove Payments

The first step is to remove all payments. You don't have to refund the payments, just remove their record from the invoice. The payment record can be re-applied manually later after changes are made.

Here's how to Delete a Payment from an Invoice.

Edit Invoice and Re-apply Payments

After all payments have been deleted, you can make the desired changes to the invoice and then manually add the payments back. If the original payment was processed through Stripe and the charge was not refunded, simply log the payment as a plain Credit Card (not Stripe) and include the original charge amount.

NOTE: To avoid having to refund and re-charge your buyer, you can simply remove a payment from an invoice. After you've made the appropriate edits to the order form, you can manually log the original payment onto a later invoice.