First of all: Finalized and sent invoices cannot be changed afterwards to ensure an auditable accounting record.
However, you can still make adjustments to the order by issuing credit notes (cancellation invoices) or corrective invoices.
Invoices in draft status can be edited without issues via the pencil icon.
Full cancellation (booking/order)
If you want to cancel a booking entirely and issue a refund, follow these steps:
Go to Orders.
Find and select the relevant order.
Click the three dots (…) next to the booking and choose Cancel for a refund according to the cancellation policy, or Decline for a full refund.
Partial cancellation or corrective invoice
If you only want to cancel part of an order or correct the invoice, do the following:
Click Orders in the left-hand menu.
Find and select the affected order.
Click + New invoice.
Now create the credit note: enter the amount you want to refund and prefix it with a minus sign (-).
Save your entries as a draft if you want to continue later.
When the invoice is ready, click Finalize to send and lock it.
Important: The corrected invoice will receive a new number and should reference the original invoice.
Change billing address
You can change your customer’s billing address afterwards. The original invoice will then become void and we will create a new corrective invoice. Here’s how:
Go to Orders in the menu.
Find and select the relevant order.
Click the three dots (…) next to the invoice you want to edit and select Edit recipient.
The original invoice is automatically voided and a new corrective invoice with the same amount is created.