How to view, edit, or delete an invoice

Once you’ve created an invoice, you can view, edit, or delete it. Read on for the steps to take in your Wave account.

How to view an invoice

How to edit an invoice

How to delete an invoice

How to view an invoice

  1. Click Sales on the left navigation menu, then select Invoices.
  2. Locate the invoice, and click anywhere on the row, to view it. Or, click the dropdown arrow to the right of the invoice, and select View.

    To search for an invoice, use the filters at the top of the Invoices page.

From here, you can edit the invoice, record a payment, or click More Actions at the top of the page to see a list of other options.

How to edit an invoice

  1. Click Sales on the left navigation menu, then select Invoices.
  2. Click the dropdown arrow to the right of the invoice you want to edit, then select Edit. Alternatively, if you are viewing the invoice, click the Edit invoice button at the top right, within the Create section.
  3. Edit the invoice and make any necessary changes.

    You can update your invoice number if required, as long as the number you enter is unique and not associated with any other invoice.

    If you choose to update your business information, or your customer’s details (like their email address), the changes will apply to all past invoices. The changes also get saved under your business profile (if you update your business information), and under the customer profile (if you update the customer’s details).

  4. Click Save and Continue when you're done.

If a payment was recorded on an invoice, you cannot edit it to choose a different customer. If the invoice was not paid through Wave payments, you can remove the payment first. Navigate to Sales > Invoices, click on the invoice to view it, then click Remove payment within the Get paid section. You will then be able to edit the invoice to choose a different customer, after which you can record the payment once again.

Wave does not have a feature that automatically adds a late fee or interest to your invoice once it’s past the due date. However, you can edit the invoice in these situations to include it. Edit the invoice to add a new line item, name it something like Late fees, and enter the amount. Once you’re done, make sure to resend the invoice to your customer.

How to delete an invoice

    1. Click Sales on the left navigation menu, then select Invoices.
    2. Click the dropdown arrow to the right of the invoice you want to delete, then select Delete.
    3. You will be prompted to confirm the deletion of this invoice. Click the Confirm button on the pop-up, to delete the invoice.

Deleted invoices cannot be recovered. If you wish to retain them for your records, make sure to export the invoices before deleting them.

If an invoice was paid through Wave Payments, the invoice cannot be deleted, even if it has been refunded. This is to maintain an accurate record of the payment transaction. It is recommended to write off invoices if you don’t expect them to get paid. Take a look at our guide for detailed steps to write off an invoice.

You cannot edit or delete invoices in bulk. This is to prevent any accidental changes, as you cannot undo these actions.