Why Can't I Edit the Taxes or Premiums on an Invoice?

If any payments have been applied to an invoice, edits to taxes and premiums cannot be made.

  • All payments will need to be deleted/removed from the invoice before edits can be made. For information on removing payments from an invoice, see Payments.
  • Issuing a refund on the invoice will not remove the payment. For more information on making edits to invoices, see Invoices.

Additionally, if the invoice template is using advanced customization of the "Details" tab, additional updates may need to be made to that customization to ensure that edits can be made to the taxes and premiums directly on the invoice. For more information on invoice options, see Invoice Settings.

The example below is of an invoice template that is not using advanced customization.




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