Editing an approved invoice in Stagepay involves updating the due dates of stages and synchronizing changes with Xero. Follow these steps to make the necessary adjustments:
1. Navigate to the Invoice Section
In your Stagepay dashboard, go to the "Invoices" section where you can see a list of your invoices.
2. Select the Approved Invoice to Edit
Find and select the approved invoice you wish to edit. For example, click on the invoice number (e.g., "INV-0029").
3. Edit Due Dates in Stagepay
You can edit the due dates of the stages directly in Stagepay. For detailed steps on how to edit the stages, refer to Editing Stages for Individual Invoices.
4. Edit Invoice in Xero
To edit the description or amount, you need to go back to Xero:
Find the approved invoice in Xero and make the necessary changes.
After making changes, save the invoice in Xero by pressing "Update".
5. Refresh in Stagepay
Return to Stagepay and click the "Refresh" button to synchronize the changes from Xero. Your invoice in Stagepay will be updated to reflect the changes made in Xero.
Note: Once an invoice has a payment allocated to it in Xero, you cannot make changes unless you unreconcile the payment. For more details on how to unreconcile a payment, see Unreconcile an account transaction in Xero support.
By following these steps, you can effectively manage and update your approved invoices in Stagepay and ensure all changes are synchronized with Xero.