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How-to guide

Edit a draft invoice

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Correct customer details, line items, dates and terms before the invoice is finalised or paid.

Audience: Finance staffFeature: InvoicePermission-aware
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Where to goSales → Invoices → Open invoice
Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Correct customer details, line items, dates and terms before the invoice is finalised or paid. Pixie CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.

Follow these steps

  1. Go to Sales → Invoices → Open invoice and locate the existing record.
  2. Check status, activity, related transactions and client-visible history before editing.
  3. Change only the fields required by the current business event.
  4. Recalculate or recheck dates, totals, tax, ownership and visibility when those values are affected.
  5. Save and resolve any validation errors on the same form.
  6. Refresh or reopen the record and confirm the new value appears in the summary and activity history.
  7. Notify the customer or responsible team only when the edited information changes their action or obligation.

Settings to check

Customer and billing addressCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Invoice number and datesCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Currency and payment termsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Line items, quantity and rateCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Taxes, discount and adjustmentCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Client note and termsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

  • Confirm the customer and currency before adding items.
  • Review totals and tax treatment before sending.
  • Do not edit a paid invoice without following the organisation’s accounting procedure.
  • Check whether the result should be visible to a customer contact or only to staff.
  • Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:invoicepaymentcredit notechecktaxcurrencyapprovalsales accountingclient portalremindersnotificationscustomers
Create an invoiceCreate an estimateConvert an estimate to an invoiceRecord an invoice paymentCreate and edit a recurring invoice

Keep the workflow connected

Move from the product overview to a related capability, connection or practical guide.

Help Centre

Bookkeeping guides

Work through accounting setup and daily operations.

Module

Customer invoicing

Create invoices and keep the customer balance clear.

Integration

Xero integration

Connect customer work with your accounting workflow.

Solution

CRM for finance teams

See how the wider finance workflow fits together.