# Handle Invoices Start to Finish > **Source**: [Chargebee](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish) > >

Issue, refund, void, or export invoices without reaching out to support.

## Browse Collection 1. [Invoices Overview](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/GGPjVCnCjvI-invoices-overview.md) (Video) 2. [How to Edit an Existing Invoice?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice.md) (Video) 3. [How to Issue and Confirm a Refund on an Invoice?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/IwASjOSly1o-how-to-issue-and-confirm-a-refund-on-an-invoice.md) (Video) 4. [How to Record an Offline Payment on an Invoice?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bZl5Lx3mymI-how-to-record-an-offline-payment-on-an-invoice.md) (Video) 5. [How to Write Off an Invoice in Chargebee?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/cznzv5wtFSA-how-to-write-off-an-invoice-in-chargebee.md) (Video) 6. [How to Void an Invoice?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/Tgmp4nQlAEs-how-to-void-an-invoice.md) (Video) 7. [How to Record an Offline Refund in Chargebee?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/OH0Eccww3GE-how-to-record-an-offline-refund-in-chargebee.md) (Video) 8. [How to Export Invoices?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/wS9RNH8EDJs-how-to-export-invoices.md) (Video) 9. [How to Regenerate an Invoice in Chargebee?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/JFSiXazbcJA-how-to-regenerate-an-invoice-in-chargebee.md) (Video) 10. [How to Delete an Invoice?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/nhPpHS48ujA-how-to-delete-an-invoice.md) (Video) 11. [How to Collect Payment Immediately Using ‘Collect Now’?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/0aDJYJlinO8-how-to-collect-payment-immediately-using-collect-now.md) (Video) 12. [Payment Terms](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/e2aTw1fo0cM-payment-terms.md) (Video) --- # VIDEO: How to Edit an Existing Invoice? ## METADATA - id: htcMXHP0rJB67x7mke7dIA - type: video - source: Chargebee - content_url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice - collection_url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish ## TRANSCRIPT - time: 00:00 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=0 text: In this video, let's see how to edit invoices in Chargebee. - time: 00:07 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=7 text: In Chargebee, there are common invoice actions that you can perform for all invoices. - time: 00:12 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=12 text: And there are invoice-status-specific actions that you take based on the invoice's status. - time: 00:17 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=17 text: The common invoice actions include updating the PO number, - time: 00:21 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=21 text: updating the address. - time: 00:24 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=24 text: Note. - time: 00:25 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=25 text: If you have configured taxes in your site, you can modify the address fields of an invoice only if they don't - time: 00:32 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=32 text: affect the tax rates that are already calculated for this invoice. - time: 00:35 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=35 text: If you have integrated your site with third-party applications for taxation, - time: 00:40 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=40 text: you cannot edit any of the address fields and the VAT number field since the tax rate calculated is based on - time: 00:45 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=45 text: them. - time: 00:46 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=46 text: However, you can update any non-address fields. - time: 00:50 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=50 text: The last common invoice action is creating a credit note. - time: 00:58 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=58 text: For paid invoices, you can record an offline refund. - time: 01:02 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=62 text: You can also issue a refund. - time: 01:08 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=68 text: In the Payments and Credits section, you can remove a payment by clicking the edit option next to it. - time: 01:15 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=75 text: Select "Remove" from the dropdown menu to initiate the removal of the payment. - time: 01:21 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=81 text: In the confirmation popup, click "Confirm" to remove the payment. - time: 01:26 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=86 text: For invoices marked as "Non-paid" or "Payment Due", you can write-off the invoice. You can also void the - time: 01:32 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=92 text: invoice. - time: 01:34 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=94 text: You can record a payment. - time: 01:36 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=96 text: Set the expected payment date. - time: 01:40 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=100 text: You can apply payments to the invoice. - time: 01:42 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=102 text: You can collect a payment for the invoice. - time: 01:46 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=106 text: You can also delete the invoice. - time: 01:49 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=109 text: For invoices with dunning, you can pause the dunning, - time: 01:53 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=113 text: and you can stop the dunning. - time: 01:58 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=118 text: For invoices marked as pending, - time: 02:00 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=120 text: you can click on "View usage pdf" to download the pdf file. - time: 02:07 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=127 text: You can also close the pending invoice. - time: 02:10 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=130 text: You can create a quick charge. - time: 02:13 url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice?start_time=133 text: You can also add a charge to the invoice. ## SUMMARY # How to Edit Invoices in Chargebee In this guide, we will explore how to edit invoices in Chargebee. Chargebee offers a variety of actions that can be performed on invoices, including both common actions and status-specific actions based on the invoice's status. ## Common Invoice Actions - **Update the PO Number:** You can update the purchase order number associated with an invoice. - **Update the Address:** If taxes are configured on your site, you can modify the address fields of an invoice only if they do not affect the pre-calculated tax rates. If your site is integrated with third-party applications for taxation, you cannot edit any address fields or the VAT number field, as the tax rate is based on these fields. However, non-address fields can be updated. - **Create a Credit Note:** You can create a credit note for the invoice. ## Actions for Paid Invoices - **Record an Offline Refund:** You can record a refund that was processed offline. - **Issue a Refund:** You can issue a refund directly through Chargebee. - **Remove a Payment:** In the Payments & Credits section, click the Edit option next to a payment and select "Remove" from the drop-down menu. Confirm the removal in the pop-up to complete the action. ## Actions for Non-Paid or Payment Due Invoices - **Write Off the Invoice:** You can write off the invoice if it is deemed uncollectible. - **Void the Invoice:** You can void the invoice if necessary. - **Record a Payment:** You can record a payment made towards the invoice. - **Set Expected Payment Date:** Specify the date when you expect the payment to be made. - **Apply Payments:** Apply any received payments to the invoice. - **Collect a Payment:** Initiate the collection of a payment for the invoice. - **Delete the Invoice:** You have the option to delete the invoice if needed. ## Actions for Invoices with Dunning - **Pause Dunning:** Temporarily pause the dunning process for the invoice. - **Stop Dunning:** Completely stop the dunning process for the invoice. ## Actions for Pending Invoices - **View Usage PDF:** Click to download the PDF file of the usage details. - **Close the Pending Invoice:** Finalize and close the pending invoice. - **Create a Quick Charge:** Quickly create a charge for the invoice. - **Add a Charge:** Add an additional charge to the invoice. By following these steps, you can efficiently manage and edit invoices in Chargebee based on their status and your specific requirements.