Invoices (Basic): Correct unpaid invoices

Invoicing mistakes happen! Here, we show you how to fix them.

This article handles modifying unpaid invoices. Learn about modifying paid invoices here.

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Modify invoice before it’s paid

If you find that an invoice is incorrect before it has the  Paid, Partially paid or In progress status (for example, an invoice issued for $100 should, in fact, have been $150), it isn’t too late to fix it. You can either edit the invoice or delete it and issue a new invoice.

To modify the amount of an invoice:

1. Go to the Invoices tab in the client’s profile.

2. Invoices that haven’t yet been paid have the Unpaid status. Click on the three-dots icon to the right of the unpaid invoice, then choose Edit from the drop-down menu.

3. Correct the amount, then click Submit.

Delete invoice before it’s paid

Another way to correct an invoice that hasn’t yet been paid is to delete it altogether and issue a new one: 

1. Go to the Invoices tab in the client’s profile.

2. Invoices that haven’t yet been paid have the Unpaid status. Click on the three-dots icon to the right of the unpaid invoice, then choose Delete from the pull-down menu. 

3. Click Delete in the Delete Confirmation pop-up, then issue a new invoice. 

Manually mark an invoice as paid

If you’ve issued an invoice from TaxDome but received payment via other means (cash or a mailed check, for example), here’s what you can do to mark it as paid.

1. Add an offline payment for your client in the amount of the invoice: Click New at the top, select Offline payment from the slide-out, then enter the amount of the payment.
2. Make sure the payments used for revenue calculations option is selected, then indicate the source (cash, check, or credit card).
3. Add a description outlining what the payment is for.
4. You will see the unpaid invoices for the selected client on the right. Select the invoice the payment covers.  
5. Click Submit. The invoice will be marked as paid.

Correct unpaid recurring invoices

When your clients ask you to change the next payment date or ask you to add one more service, you can edit a specific scheduled invoice without affecting the other ones. 

To do so, click on the three dots to the right of the invoice you want to change in the Payment schedule section, then select Edit.

For details on editing recurring invoices, go here.

Unlink stuck payments from invoices

Note! Currently, this works only for fully paid invoices. The opportunity to unlink partial payments is coming soon.

If your client has paid the invoice successfully, but the payment hasn't moved to the Paid status, this may happen due to one of the following reasons:

Since such payments are stuck in the Incomplete or Verifying payment status, they block invoices in the In progress status, and neither you nor your clients can pay them again. 

To avoid this issue, you can unlink such payments from invoices:

1. Go to Billing > Payments and open the payment in Incomplete or Verifying payment status. 
2. Expand the Invoices that payment covers section and select an invoice to unlink. Click the Unlink invoice icon to the far right.
3. Click Unlink.

After that, the invoice will be moved to the  Unpaid status. If email notifications are enabled for the invoice, the client will receive an email prompting them to pay it.

If the unlinked payment succeeds later (which can happen, for example, in the case of the ACH payments), funds will be credited to the client's account. This means your clients don't lose anything they've paid–they'll be able to use these credits to pay invoices, or you can use them to pay on their behalf.

Note! If the invoice has been partially paid with the client's credits, credits will return to the client's balance.