Edit a draft invoice | Pixie CRM Help Centre Canonical: https://pixiecrm.com/help-centre/edit-a-draft-invoice Publisher: Pixie Technologies LLC 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 staff; Feature: Invoice; Permission-aware; Where to goSales (https://pixiecrm.com/help-centre/topic/sales) → Invoices (https://pixiecrm.com/help-centre/topic/invoice) → Open invoice (https://pixiecrm.com/help-centre/topic/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 (https://pixiecrm.com/help-centre/topic/customer) details, line items, dates and terms before the invoice (https://pixiecrm.com/help-centre/topic/invoice) is finalised or paid. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation. Follow these steps - Go to Sales (https://pixiecrm.com/help-centre/topic/sales) → Invoices (https://pixiecrm.com/help-centre/topic/invoice) → Open invoice (https://pixiecrm.com/help-centre/topic/invoice) and locate the existing record. - Check status, activity, related transactions and client (https://pixiecrm.com/help-centre/topic/customer)-visible history before editing. - Change only the fields required by the current business event. - Recalculate or recheck dates, totals, tax (https://pixiecrm.com/help-centre/topic/tax), ownership and visibility when those values are affected. - Save and resolve any validation errors on the same form. - Refresh or reopen the record and confirm the new value appears in the summary and activity history. - Notify the customer (https://pixiecrm.com/help-centre/topic/customer) or responsible team only when the edited information changes their action or obligation. Settings to check Customer (https://pixiecrm.com/help-centre/topic/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 (https://pixiecrm.com/help-centre/topic/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 (https://pixiecrm.com/help-centre/topic/currency) and payment (https://pixiecrm.com/help-centre/topic/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 (https://pixiecrm.com/help-centre/topic/tax), 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 (https://pixiecrm.com/help-centre/topic/customer) 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 (https://pixiecrm.com/help-centre/topic/customer) and currency (https://pixiecrm.com/help-centre/topic/currency) before adding items. - Review totals and tax (https://pixiecrm.com/help-centre/topic/tax) treatment before sending. - Do not edit a paid invoice (https://pixiecrm.com/help-centre/topic/invoice) without following the organisation’s accounting procedure. - Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff. - Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record. Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process. Browse connected topics:invoice (https://pixiecrm.com/help-centre/topic/invoice)payment (https://pixiecrm.com/help-centre/topic/payment)credit note (https://pixiecrm.com/help-centre/topic/credit-note)check (https://pixiecrm.com/help-centre/topic/check)tax (https://pixiecrm.com/help-centre/topic/tax)currency (https://pixiecrm.com/help-centre/topic/currency)approval (https://pixiecrm.com/help-centre/topic/approval)sales accounting (https://pixiecrm.com/help-centre/topic/sales)client portal (https://pixiecrm.com/help-centre/topic/client-portal)reminders (https://pixiecrm.com/help-centre/topic/reminder)notifications (https://pixiecrm.com/help-centre/topic/notification)customers (https://pixiecrm.com/help-centre/topic/customer) Related guides Create an invoice (https://pixiecrm.com/help-centre/create-an-invoice)Create an estimate (https://pixiecrm.com/help-centre/create-an-estimate)Convert an estimate to an invoice (https://pixiecrm.com/help-centre/convert-an-estimate-to-an-invoice)Record an invoice payment (https://pixiecrm.com/help-centre/record-an-invoice-payment)Create and edit a recurring invoice (https://pixiecrm.com/help-centre/create-and-edit-a-recurring-invoice)