Edit an Invoice

You can edit a draft invoice. You can also edit an open invoice if it has no successful, pending, or disputed charge. Partially paid, paid, void, refunded, and subscription invoices cannot be edited.

Make corrections before taking payment whenever possible. Once payment activity exists, editing could change what the invoice says the member owes, so Kanri locks the invoice while that payment history needs to be preserved.

Edit an eligible invoice

1. Open Invoices and select the invoice.
2. Select Edit Invoice.
3. Update the member, due date, receipt email, notes, line items, quantities, prices, discounts, or tax as needed.
4. Review the updated total.
5. Select Finish to save your changes.

When you edit an eligible open invoice, saving the changes leaves it Open. It remains available for payment; you do not need to open it again.

After saving, compare the new total with any quote or amount you already gave the member. If you changed a product line, confirm the variant and quantity so the right stock and pickup requirements remain attached.

Delete a draft invoice

You can delete an unpaid draft invoice created for an order or one-time sale. You cannot delete a subscription invoice or an invoice that contains a scheduled subscription payment. Pending, successful, or disputed payment attempts also prevent deletion. Failed or cancelled attempts do not.

1. Open the draft invoice.
2. Select the Delete Draft Invoice trash icon.
3. Confirm that you want to delete it.

The invoice disappears from active invoice lists. You cannot restore it in the app, so check the invoice and its charge history before confirming.

If you cannot edit

The edit action is not available when the invoice has a successful payment, an in-progress charge, or a dispute. It is also unavailable after the invoice is paid, voided, or refunded. Review the charge history before deciding whether to refund a payment or process a product return.

Do not create a replacement invoice until you have checked whether a charge is still processing. If the first payment later succeeds, a second invoice or charge could collect the same amount twice. For an incorrect product sale, use the return workflow when the item was actually returned; for a billing correction, follow your school’s process for refunds and a corrected invoice.

Next steps

• Collect payment
• Review receipts and payment history