Edit invoice

Edit specific attributes of an invoice after it's been generated — including Bill To details, PO numbers, due dates, and notes — directly from the Admin Console or via the API.

Invoices don't always come out perfect the first time — and Recurly's Edit Invoice feature makes it easy to fix that. Update Bill To details, PO numbers, due dates, notes, and more after an invoice is generated, with full audit logging and webhook notifications to keep everything in sync.

Available on all Recurly plans

1Definition 2Key benefits 3Key details 4Edit in Admin Console 5Edit via API 6Resend updated invoice 7FAQs

Definition

Edit Invoice lets merchants modify specific attributes of an invoice after it's been generated. You can update Bill To details, PO numbers, due dates, notes, terms and conditions, and VAT reverse charge notes — without affecting the integrity of the original invoice record or triggering automatic customer notifications.

Key benefits

Flexibility when you need it Adapt to changing business requirements or customer details with ease, so invoices always stay accurate and relevant after they're issued.

Compliance and accuracy Maintain precise and compliant billing records by editing invoice attributes as needed, without disrupting previously issued invoices.

Keeps integrated systems in sync Every edit triggers a webhook notification and syncs with connected platforms like Salesforce, QuickBooks, and NetSuite during their regular update cycles.

Key details

Editable attributes

Recurly lets you modify a range of invoice attributes after generation:

Bill To details — Update the customer's billing name, company, and address (subject to tax restrictions — see FAQs)
PO number — Add or change the purchase order number associated with the invoice
Due date — Adjust the payment due date on charge invoices
Customer notes — Add or update customer-visible notes on the invoice
Terms and conditions — Edit payment terms, legal notes, or other contractual information
VAT reverse charge notes — Update EU reverse charge tax language

Historical record integrityModifications to an account's name or company details won't retroactively alter previously issued invoices. Earlier invoices preserve their original data, keeping your audit trail clean.

Access controls

Only administrators with explicit edit permissions in the Customers section can modify invoices. Users with read-only permissions can view invoice details but cannot make changes.

Activity logging

Every edit is recorded in Recurly's activity log, detailing which invoice attributes were changed. This gives you a reliable audit trail for every modification, no matter how minor.

Webhook notifications

Every time an invoice is edited, Recurly sends a webhook notification that includes the changes. The notification type varies based on the nature of the edited invoice, keeping integrated systems and stakeholders up to date in real time.

Platform integrations

Invoice edits sync automatically with Salesforce, QuickBooks, and NetSuite during their regular update cycles. Note that Xero requires manual adjustments for changes to take effect — check the specific integration documentation for your platform.

Customer communication

Recurly doesn't automatically send an email when an invoice is edited. If you want to notify your customer, you can manually trigger a resend of the updated invoice from the Invoice Details page. See Resend an updated invoice below.

Edit an invoice in the Admin Console

Open the Customers section

Navigate to the Customers section in the Admin Console and find the invoice you want to edit.

Open Invoice Actions

On the Invoice Details page, click the Invoice Actions dropdown at the top right.

Select Edit Invoice

Choose Edit Invoice — this opens the edit page where you can make your changes.

Save your changes

After making all desired changes, click Save Changes.

Edit an invoice via API

Review the API documentation

Refer to the Recurly API documentation for the put_invoice operation and confirm you have all required parameters.

Make the API request

Send the API request with your updated invoice attributes.

Confirm the update

On a successful response, the invoice is updated with the modifications provided.

Resend an updated invoice

Open the Invoice Details page

Navigate to the Invoice Details page for the edited invoice in the Admin Console.

Resend the last email

Select Resend Last Email. The email pulls the latest invoice information and sends it to the customer.

FAQs

Will editing an invoice trigger an email to the customer?

No. Modifications to an invoice don't automatically send an email notification to the customer. If you want to notify them, you can manually resend the latest invoice from the Invoice Details page in the Admin Console.

Why can't I edit the Bill To address?

The Bill To address is tied to tax calculations. If your Recurly site has taxes enabled — or if the invoice previously had taxes applied when it was posted — the Bill To address is locked to preserve tax accuracy. Changing the address could alter the tax amount due to different regional tax rules, or move the invoice into a taxable jurisdiction. If you need to update the address, contact Recurly Support.

Why can't I edit the Ship To address?

Ship To editing wasn't included in the initial release of invoice editing. Changing a Ship To address has downstream implications — including logistics, delivery timelines, and costs — so Recurly omitted it to prevent unintentional disruptions. If you have a specific business need to adjust the Ship To details, contact Recurly Support to discuss options.

I need to edit something that isn't currently supported. What should I do?

Reach out to Recurly Support with your requirement and the business rationale behind it. User feedback like this directly informs future feature development, so sharing the details helps ensure the platform evolves to meet your needs.

Updated 3 days ago

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