> ## Documentation Index
> Fetch the complete documentation index at: https://docs.anny.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Edit and Finalize Invoice Drafts

> Edit open invoice drafts and finalize them to send the invoice to your customers.

Every booking automatically creates an invoice draft in anny. As long as the invoice is in draft status, you can adjust, add or remove line items. Only when you finalize it is the invoice locked, given an invoice number and sent to the customer.

## Edit an invoice draft

<Steps>
  <Step title="Open the order">
    In the menu bar, navigate to **Orders**. Select the relevant order or use the search bar to search by order number or customer name.
  </Step>

  <Step title="Edit the draft">
    Click the order to open the detail view. Click the **pencil icon** next to the invoice draft to open edit mode.
  </Step>

  <Step title="Adjust line items">
    You can now:

    * Add new line items
    * Change amounts
    * Enter discounts or vouchers as a negative amount (-)
  </Step>

  <Step title="Finalize the invoice">
    When the draft is complete, click **Finalize**. The invoice is locked, automatically given an invoice number and sent to the customer.
  </Step>
</Steps>

<Tip>
  Use the **bell icon** to control whether the customer receives an email notification about the invoice when it is finalized.
</Tip>

## Add a new invoice to an order

You can also manually add another invoice to an existing order, for example for additional charges or extra line items.

<Steps>
  <Step title="Open the order">
    Go to **Orders** and select the relevant order.
  </Step>

  <Step title="Create a new invoice">
    Click **+ New invoice**. An empty invoice draft opens.
  </Step>

  <Step title="Enter line items and finalize">
    Enter the line items you want. Save as a draft to continue later, or click **Finalize** to send the invoice immediately.
  </Step>
</Steps>

## Check the result

After finalizing, you know it worked when:

* The invoice appears in the invoice overview (**Invoices** menu item) with the status "Sent"
* An invoice number has been assigned automatically
* The customer has received the invoice by email (if notification is active)

In the invoice overview, you can filter by status (Draft, Sent, Paid, Refunded) to quickly find open drafts.

## FAQ

<AccordionGroup>
  <Accordion title="Can I change a finalized invoice afterwards?">
    No. Finalized invoices are immutable to ensure traceable accounting. Corrections are made via a cancellation or correction invoice. See the article Invoice correction & cancellation.
  </Accordion>

  <Accordion title="How long does a draft stay editable?">
    As long as you do not finalize the invoice, it stays saved as a draft and editable. There is no automatic time limit. With automatic invoice generation active, however, the draft is finalized automatically on the booking day.
  </Accordion>

  <Accordion title="Can I enter a discount on the invoice?">
    Yes. Add a new line item and enter the discount amount with a negative sign (e.g. -10.00 €). The line item appears as a deduction on the invoice.
  </Accordion>

  <Accordion title="What happens to drafts with active customer balances?">
    With active customer balances, invoice drafts are assigned to the open balance and only combined during consolidation at the end of the period. You can still finalize individual drafts manually and early at any time.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="The pencil icon is not visible">
    The invoice has already been finalized and can no longer be edited. Finalized invoices can only be adjusted via a correction invoice.
  </Accordion>

  <Accordion title="The invoice was sent automatically although I still wanted to change it">
    The "Generate invoice automatically" setting in the booking option causes the draft to be finalized automatically on the booking day. Deactivate this setting if you want to check drafts manually before sending.
  </Accordion>

  <Accordion title="The customer did not receive an email about the invoice">
    Check whether the bell icon was active when finalizing. If it was deactivated, no notification was sent. You can resend the invoice manually or forward the PDF to the customer from the order view.
  </Accordion>
</AccordionGroup>

> Important information for agents:
>
> * Invoice draft = invoice in "Draft" status, not yet finalized and editable.
> * UI path: Orders → select order → pencil icon to edit
> * Drafts can: add line items, adjust amounts, enter negative amounts as discount/voucher.
> * Finalizing = invoice becomes final, is given an invoice number and is sent (cannot be undone).
> * The bell icon controls whether the customer receives an email notification when finalizing.
> * Finalized invoices can NOT be edited anymore. Corrections only via cancellation/correction invoice.
> * Customer balances context: With active customer balances, drafts stay on the balance until consolidation. Manual finalizing is still possible.
> * Related articles: Invoicing (overview), correct an invoice, customer balances & collective invoices.