> For the complete documentation index, see [llms.txt](https://www.zerabooks.com/help/llms.txt).

# Edit, duplicate, void or delete an invoice

Change an approved invoice, copy it into a new draft, cancel it with a void, or delete a draft. Here is when each one is allowed and what it does to your books.

## Which action to use

| You want to… | Use | Allowed on |
| --- | --- | --- |
| Fix a mistake | **Edit** | Drafts and approved invoices (including sent and overdue) |
| Bill the same thing again | **Duplicate** | Any invoice that isn't a draft |
| Cancel an invoice that was approved | **Void Invoice…** | Approved, sent, overdue and paid invoices |
| Throw away a draft | **Delete…** | Drafts only |

![An approved invoice: Edit in the header, and More Actions with Mark as Paid, Duplicate and Void Invoice](https://www.zerabooks.com/help/shots/invoices-edit-void-menu.png)

## Edit an approved invoice

1. Open the invoice and switch the toggle at the top from **View** to **Edit**.
2. Make your changes.
3. Open **More Actions** and choose **Save & Close**.

ZeraBooks reposts the entry, and the **Activity** tab records "Edited and reposted the invoice." If the invoice was already sent and you changed something the customer sees, a **Recipient-visible changes** dialog asks what to do: **Save Without Resending**, or **Continue to Preview** to send the new version.

**Edit** is greyed out ("This invoice cannot be edited") on a voided invoice and on unpaid invoices brought over from your previous books, which are corrected together in **Settings** › **Bookkeeping** › **Opening books**.

## Duplicate an invoice

Open the invoice, click **More Actions** › **Duplicate** (on a paid or void invoice, the **Duplicate** button at the top). You see "New duplicate invoice created" and a new draft opens with the same customer and lines and a new number. Change the dates and approve it.

## Void an invoice

1. Open the invoice and click **More Actions** › **Void Invoice…**.
2. Optionally add an **Internal Memo** saying why.
3. Click **Void Invoice**.

You see "Invoice Voided". Voiding takes the invoice's entry out of your books and releases any payments or credits applied to it. The invoice stays on record in the **Void** lane (**More Actions** › **Show Voided Invoices** on the board) with who voided it and when.

{% hint style="warning" %}
A void can't be undone: "This action cannot be undone." If you voided by mistake, open the voided invoice, click **Duplicate** and approve the copy.
{% endhint %}

## Delete a draft

1. Open the draft and click **More Actions** › **Delete…**.
2. The dialog warns "This invoice will be permanently deleted from ZeraBooks." Click **Delete**.

Only drafts can be deleted, because they never reached your books. An approved invoice is voided instead, so its history stays. A number that was assigned to a deleted draft is never reused.

## Frequently Asked Questions

<details>
<summary>Can I edit an invoice after it's been sent?</summary>

Yes. Switch to **Edit**, make the change and save. ZeraBooks asks whether to save without resending or continue to preview and send the customer the new version.
</details>

<details>
<summary>What's the difference between void and delete?</summary>

Delete removes a draft that never posted. Void cancels an approved invoice: its entry comes out of your books but the invoice stays on record in the **Void** lane.
</details>

<details>
<summary>Can I undo a void?</summary>

No. Voiding can't be undone. Duplicate the voided invoice and approve the copy if you need it back.
</details>

<details>
<summary>Why can't I delete an approved invoice?</summary>

It's already in your books. Use **Void Invoice…** instead, which reverses it and keeps a record.
</details>

<details>
<summary>What happens to a payment matched to an invoice I void?</summary>

It's released from the invoice. Check that deposit in **Banks & Cards** and give it the right category or match it to the correct invoice.
</details>

<details>
<summary>Can I edit an invoice dated in a closed period?</summary>

No. Changes on or before your closing date are refused with "Invoice date is in a closed period". [Reopen the books](https://www.zerabooks.com/help/reconciliations/close-and-reopen-the-books) first.
</details>

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