View, edit and delete invoices

Every saved bill can be found again, opened as an invoice, corrected or removed. Edits and deletes always ask for a reason so you can see later who changed what.

What this feature does

• View Details opens the invoice on screen with Edit Bill and Print buttons.
• Edit Bill reopens the bill in the billing screen so you can change it.
• Delete Bill removes the bill and gives back what it used: loyalty points, wallet balance, package sittings, prepaid coupon value and spin reward.

Who can use it

Where to find it

• Home Dashboard → Modern Customer Feed. Each bill has a ⋮ menu. Use the filter button to search by Customer Name, Mobile Number or Invoice Number, and the quick payment filters.
• View All Invoices on the Make A Bill screen opens the Activity Feed, a timeline of bills and other actions with Today, Yesterday, Last 7 Days and Custom Date and a search box.

How to use it

View an invoice

1. On the Home Dashboard feed, find the bill.
2. Open ⋮ → View Details. The invoice opens on screen.

Edit a bill

1. Open ⋮ → Edit Bill (or Edit Bill in the invoice view).
2. Make the change.
3. Click Save & print. In Reason for Modification, explain the change (for example "Changed payment mode from Cash to UPI") and confirm.

Delete a bill

1. Open ⋮ → Delete Bill.
2. In Delete this record?, type a reason of at least 20 characters — what happened, why, and who authorised it.
3. Confirm. The feed refreshes.

Important rules and limits

• A Manager editing within 10 minutes sees "Manager Edit Mode: You are only allowed to modify payment details." After 10 minutes: "Editing is disabled because the 10-minute edit window has expired. Only Owners and Admins can make further changes."
• Discount limits apply to edits too (Discounts and limits).
• A deleted bill cannot be edited: "Record is deleted, you cannot edit it."
• Every edit and delete is written to the Audit Trail with the reason (Activity Feed and Audit Trail).
• Delete cannot be undone.

Common problems

I do not see Edit Bill or Delete Bill?

Your role does not have Update service-billings or Delete service-billings. Ask the Owner/Admin.

"Managers are not authorized to delete bills."?

Only the Owner/Admin or staff with the delete permission can delete. Ask them.

Only the payment mode was wrong?

Edit the bill within your window, or ask the Owner/Admin. For membership and package payments see Correct a payment mode.