# Editing an Invoice https://docs.wisecp.com/de/editing-an-invoice The document side of an invoice: number, currency, dates, payment method and tax basis, corrected from one form. ## Reaching the Screen **Edit Invoice** is a tab of the invoice record, so it opens with the invoice: `{admin}/invoices/detail?id={invoice}&tab=edit-invoice`. The tab appears in every status. The status only changes how far a save reaches. ## What Is on the Screen One form in blocks. Nothing here changes the status or edits a line; those live on the [Summary](https://docs.wisecp.com/en/invoice-summary) tab. Only a currency change reaches the lines. - **Invoice**: The document's number and currency. - **Official Status**: Whether the invoice counts as an official document, and the file that proves it. Only while **Invoice Formalization** is on. - **Dates**: When the invoice was issued and when it falls due, each with its own time box. - **Settlement**: When it was paid and when it was refunded. Records, not a way to change status. - **Taxation**: How line prices are read, and the rate the document is taxed at. The payment method sits between **Settlement** and **Taxation**. The form ends with one **Save Changes** button, inactive until you edit something. ### Official status The attached file is kept on the invoice and opened by staff here, never on the client's page. ## Fields ### Invoice - **Invoice No**: Optional, shown exactly as typed. Left empty, the invoice appears by its record number, as `#12`. A number already in use is refused and nothing is saved. - **Currency**: Required, filled from the invoice. Changing it converts the document rather than relabelling it. ### Official status - **Official Status**: Offered while **Invoice Formalization** is on, set as the invoice was issued. **Official** opens the upload box: PDF, JPG or PNG up to 20 MB. An attached file shows as a single row instead of the box: file name, size and the **Open**, **Change** and **Remove** buttons on the right. **Not Official** leaves an ordinary record. **Tax-Free** marks the invoice exempt, so rebuilt totals carry no tax. With the setting off, a save writes the invoice back as taxable and not official. **Remove** deletes an attached file on save and History records it; removing and attaching in one save keeps only the removal, so attach the replacement separately. ### Dates - **Invoice Date**: Filled from the invoice. An empty time box means 00:00. Clearing the date box changes nothing. - **Due Date**: Filled from the invoice. An empty time box means 23:59, so the due date lands at the end of its day. The **Overdue** chip below follows what you type. - **Paid Date**: Empty until the invoice is settled, then written by the system. A date typed here does not mark it paid. - **Refund Date**: Empty until the invoice is refunded. It records a refund, it does not make one. ### Payment method and taxation - **Payment Method**: Defaults to the method the invoice carries, or **None**. It names the gateway the invoice is settled through; changes reach History. - **Tax Method**: Set as the invoice was issued. **Tax Included** reads a line price as already carrying tax, so a figure typed on the Summary tab is stored net. **Tax Excluded** adds tax on top of what you type. Switching changes how lines are shown, not the stored amounts. - **Tax Rate**: Set as the invoice was issued, between 0 and 100; anything outside is pulled to the nearest end. It applies to every line without its own rate, and on an unpaid invoice reaches the totals. ## Tasks ### Move the due date 1. Set the date box under **Due Date** in the **Dates** block. Leave the time box empty to land on 23:59. 2. Click **Save Changes**. 3. The page returns with the new date and the **Overdue** chip in step. The change reaches [History](https://docs.wisecp.com/en/invoice-history). ### Renumber the invoice 1. Type the new number into **Invoice No**, then click **Save Changes**. 2. A number another invoice already uses is refused, and nothing is written. 3. The heading and every list naming this invoice pick up the new number. Emptying the field sends it back to `#12`. ### Mark the invoice as official 1. Choose **Official** under **Official Status**; the upload box opens. 2. Attach the official document, then click **Save Changes**. 3. The invoice is marked official, the client is notified, and History records who did it. The notification carries the invoice PDF the system builds, not your document. ### Change the currency 1. Pick the new currency in the **Invoice** block, then click **Save Changes**. 2. Line prices, discount shares and any installment surcharge convert at the current rate, and the totals are rebuilt. 3. Payments already recorded keep their original figures, so check the balance on the Summary tab. ## Things to Watch > **A currency change rewrites the amounts** > > Line prices, discount shares and the installment surcharge are recalculated at that moment's rate; recorded payments are left alone. After a part payment, the collected amount and the total sit in different currencies. Converting back rarely lands on the original figures. > **A paid invoice stops following this tab** > > Once paid, the lines are locked and the totals are no longer rebuilt. Raising the **Tax Rate** then changes the rate the document states, not the amount charged. Only a currency or **Tax Method** change forces a rebuild. > **Going official notifies the client** > > The notification leaves the first time the invoice moves to **Official**, and only with a document attached: **Official** with no file marks the invoice quietly. Switching back does not recall it. ## Required Privileges This tab opens with the invoice record, for `INVOICES_LOOK` or `INVOICES_OPERATION`. Saving needs `INVOICES_OPERATION`: the form still appears and fills, and the save is refused. ## Related Articles - [Invoice Detail Overview](https://docs.wisecp.com/en/invoice-detail-overview) - [Invoice Summary](https://docs.wisecp.com/en/invoice-summary) - [Invoice History](https://docs.wisecp.com/en/invoice-history) - [Taxation](https://docs.wisecp.com/en/taxation)