Invoices in Hubflo are legally binding documents. Once issued, they cannot be edited directly, this protects the integrity of your financial records and invoice numbering sequence. Here's how to handle each scenario depending on the invoice status.
Important: Invoices cannot be deleted in Hubflo. This ensures your invoice numbering sequence stays intact. If you created test invoices during setup and need them removed, reach out to our support team.
If the invoice is issued but not paid
You can't edit an issued invoice, but you can cancel it and send a corrected version.
Open the invoice and click Cancel
Click Duplicate on the cancelled invoice
Rename it and remove "copy" from the title and use something like "Corrected Invoice – [Original Title]"
Make your changes: update line items, amounts, descriptions, or dates as needed
Issue and send the corrected invoice to your client
If the invoice is paid
To reverse a fully paid invoice, issue a full credit note. This is the correct approach from a legal and accounting standpoint.
Click the three dots next to the invoice
Click Create Credit Note
Enter the % amount to credit
Confirm and generate the credit note
Note: The credit note cancels out the original invoice and deducts the amount from your billing reports.
If the invoice is partially paid
When you need to credit specific line items rather than a percentage:
Duplicate the original invoice and rename it, for example, "Partial Credit – [Original Title]"
Remove the items that are not being credited
For the remaining items, change the Type to Credit note so their values appear as negative amounts
Review, then send the credit note to your client
💬 Need help? Chat with us directly in your Hubflo dashboard or email us at [email protected], we’re happy to help!