Need to make changes to an invoice that’s already been issued? No problem! Depending on whether the invoice has been paid or not, there are a few ways to handle corrections properly.
Here’s how to manage each scenario.
Head to Billing → Invoices on the Hubflo sidebar (left hand side).
Select the invoice(s).
If the Invoice Is Issued but Not Paid
You can’t directly edit an issued invoice—but you can cancel it and send a corrected version.
Mark the invoice as “Cancelled.”
Duplicate the invoice. When duplicating, we recommend removing the "copy" in the title and renaming it to something like:
Corrected Invoice – [Original Title]Make your changes.
Update line items, totals, descriptions, or dates as needed.Send the corrected invoice to your client.
That’s it! You’ve replaced the original without disrupting your invoice history.
If the Invoice Is Fully Paid
To cancel or refund a fully paid invoice, you need to issue a full credit note. This is a legal and accounting best practice.
Click the three dots next to the invoice.
Click “Create Credit Note.”
Enter 100% to fully credit the original amount.
Confirm and generate the credit note.
Note: This will cancel out the original invoice and deduct the amount from your billing reports.
If the Invoice Is Partially Paid
When an invoice is only partially paid, you’ll want to issue a partial credit note—not cancel the invoice entirely.
Option 1: Use percentage-based credit
Mark the invoice as "Paid" and include the total received, date of payment, and payment method used.
Navigate to the three dots > “Create Credit Note” and enter the appropriate percentage to credit.
Example: Credit 40% of the total amount.
Option 2: Custom credit note with selected items
If percentage doesn’t fit your case:
Duplicate the original invoice.
Name it something likePartial Credit – [Original Title].Adjust line items:
Remove (uncheck) items not being credited.
Change remaining items to “credit note” under Type so their values appear as negative amounts.
Review everything, 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!