Drafts can be edited and deleted freely. Once an invoice is sent, its contents lock, so corrections are made by voiding it and creating a new one.
Edit a draft
Open the Draft tab and select the draft.
Change any step.
Select Save draft or Create invoice.
If you close the editor with unsaved edits, Altitude asks whether to keep editing or discard them.
Delete a draft
On the Draft tab, open the three-dot (•••) menu and select Delete.
Select Delete draft to confirm.
The draft's invoice number is freed, so your next invoice is offered that number again.
Void a sent invoice
On the Open tab, open the three-dot (•••) menu and select Void.
Add a Reason for your records if you like.
Select Void invoice to confirm.
Important: Voiding cannot be undone. The invoice keeps its number and moves to the Void tab. Let your customer know it is canceled.
Correct a sent invoice
Void the incorrect invoice.
Select New invoice and enter the corrected details.
Select Create invoice. Altitude emails the new invoice to your customer.
Note: Paid invoices cannot be voided. If a deposit was matched to the wrong invoice, contact support and we will unmatch it.