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How Do I Edit an Existing Bill

You can edit a bill's details while it is Draft or Approved. Once a bill is fully Paid, editing is blocked. Go to Pay & Expenses → Bills.

Steps

  1. Go to Pay & Expenses → Bills.
  2. Open the row actions menu (⋮) on the bill and click "View" to open its detail page.
  3. Make the necessary changes to line items, dates, or notes.
  4. Save your changes.

Good to Know

If the bill is fully Paid, the detail page shows a yellow banner - "Editing is blocked. This bill cannot be edited while it is Paid." - with a "Go to Payments" link instead of an edit option.

Related Articles

  • How Do I Save a Bill as a Draft?
  • How Do I Approve a Bill?
  • How Can I Duplicate a Bill?

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