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You can make limited changes to an order before it’s invoiced.

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Before you begin

Any team member can edit an order, as long as it hasn’t been deleted and its invoice isn’t yet finalized.

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What you can change

  • The customer’s purchase order number
  • Notes
  • A comment
  • Order lines — add a line, remove a line, or change a line’s quantity

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Steps

  1. Open the order.
  2. Update the fields you need to change, or edit the order lines directly.
  3. Save.
Changing order lines recalculates the order’s subtotal, GST and total automatically — you don’t need to update these yourself.

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Once an order is locked

An order can no longer be edited once its invoice has been finalized (which happens automatically, immediately, as part of approving it — see How invoices are created). There’s no separate “edit the invoice” option at that point — if you need to change a locked order, void its invoice first, which reverts the order to Placed so you can edit and re-approve it.