PlanIt EPOS · Invoices & Getting Paid

Edit an invoice (and when you can't)

What does this do?

An invoice can be edited until money has been taken against it or stock has moved. After that a change is made properly with a refund or credit note, or by voiding it and raising it again.

How to use it

  1. From the ☰ menu choose Invoices and open the invoice.
  2. Press Edit invoice, make the changes and save.
  3. If money has already been taken, the invoice cannot be edited. Press Issue Refund to refund or raise a credit note against it, then raise a fresh invoice if needed.
  4. If catalogue stock has already been taken off, press Void and raise it again so the stock stays right.
  5. The till tells you which of these applies on the invoice itself.
  6. Press History to see every change, when it happened and by whom.
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Related guides

Add a note to a quote, invoice or receipt

A note is printed on the document and shown on the copy the customer opens online. You can add one when writing the document, afterwards on a finished document, or just for one email.

Invoices & Getting Paid

Refund a sale or issue a credit note

A refund gives money back on a sale that has been paid, in full or in part, and records why. It creates a permanent credit note against the original receipt and puts returned goods back into stock if you tell it to.

Receipts, Refunds & History

Void a sale

Voiding says the sale never happened. Its stock goes back, it comes out of every total and report, and it is filed under Deleted receipts. Use it for a sale that was rung through wrongly and no money changed hands; if the customer has paid, use a refund.

Receipts, Refunds & History

See who changed a quote, invoice or receipt

Every document keeps its own history: when it was raised, each payment, every email sent, the payment method changing, notes, and every edit with what changed, when and by whom. It answers the question 'they said they were never told'.

Receipts, Refunds & History

Correct a mistake on a receipt

An unpaid receipt with no catalogue stock on it can be edited in place. Once money has been taken the correction is a refund or credit note, and once stock has moved it is a void and a re-ring. The button tells you which applies.

Receipts, Refunds & History

Edit, void or delete a quote

Quotes can be changed until they are converted. Every change is kept in the document's history, so you can always see what it said before, when it changed and who changed it.

Quotes
Questions this guide answers
  • Can I change an invoice after raising it?
  • Why won't the till let me edit this invoice?
  • How do I correct an invoice that has been paid?

Last updated 2026-09-03 · Direct link for this feature