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.