Edit a Paid Invoice

Paid invoices are not editable. But there is a workaround. We also cover how to handle a overpayment in this video article.

What happens when a client pays an invoice — and then you discover it was billed incorrectly? In this video, we walk through a real situation from one of our clients: an invoice that included expenses the contract didn't allow, which had already been paid before the error was caught.

Because paid invoices aren't editable in BaseBuilders, there's a specific workflow to handle this cleanly — and it's simpler than you might think.

In this video, you'll learn how to:

• Remove a payment from a paid invoice without deleting the income record
• Edit an issued invoice to correct the billing error
• Leave an audit comment explaining why the invoice was changed
• Apply the remaining client credit to the next invoice automatically

Whether you've overbilled a client, received an overpayment, or need to issue a credit against a future invoice, BaseBuilders handles it cleanly — and keeps your records accurate throughout.

Timestamps

0:00 — The situation: an expense billed that shouldn't have been

0:53 — Why paid invoices aren't editable

1:03 — How to remove the payment from the income record

2:01 — Editing the issued invoice and removing the expense line

2:44 — Adding an audit comment to document the change

3:27 — Applying the client credit to the next invoice

5:57 — Summary of your options