Editing an invoice with a payment

Sometimes you may need to edit an invoice that already has a payment against it. By default, Knowify will not let you edit an invoice that already has a payment logged:

The solution here is to delete/ void this payment by selecting the 'Void Payment' option on the invoice, make the needed edits, and then reapply the payment:

As soon as the payment as been voided, you can edit by clicking the three dots in the top right corner of the Invoice, and select 'Edit' to make the desired changes:

Payments can be reapplied using the 'Record Payment' button for manual payments, or 'Search Payments in QuickBooks' if this payment was originally recorded in QuickBooks and needs to be reimported.  

Note

Before voiding/ deleting any payments we always recommend taking a screenshot to ensure you will be able to accurately recreate the payment on the edited invoice.