Edit invoice

Editing invoices in MyPetParlor allows you to make adjustments to specific fields while maintaining compliance and a clear audit trail. This article outlines what can and cannot be edited and the implications of each change.

Key Benefits#

• Flexibility: Adjust invoice details on the fly as customer information or business requirements change, so every invoice you send stays relevant and current.
• Accuracy and compliance: Keep your billing records precise and audit-ready by correcting editable fields without re-issuing the invoice or breaking its tax position.
• Efficient workflow: Every edit is captured in the activity log and synchronised across MyPetParlor, giving your team full transparency and a reliable trail of what changed.

What Can Be Edited#

The following fields can be edited on an invoice before it is finalised:

• Notes: Add internal notes for your team.
• Terms: Update payment terms visible to the customer.
• PO Numbers: Include or modify purchase order numbers.
• Addresses: Adjust billing or shipping addresses.
• Custom Fields: Edit any custom fields configured for your invoices.

Key Details#

Invoice editing capabilities: MyPetParlor keeps every invoice accurate and current even after it has been issued. You can update administrative fields — billing and shipping addresses, PO numbers, due dates, notes, terms, and custom fields — without disturbing the figures the customer has already seen. A built-in historical record means later changes to a customer's account (name, company, address) do not silently rewrite invoices that have already gone out, so older invoices stay exactly as they were sent.

Access controls: Editing is permission-based. Only team members with explicit edit rights on the Invoices module can change an issued invoice; users with read-only access can open the invoice and view its history but cannot make changes. This keeps your financial records protected from accidental edits and gives owners a clear chain of accountability.

Editing via API: Beyond the dashboard, MyPetParlor exposes invoice updates through the API for teams running integrations or automated workflows. This is the recommended path for syncing edits made in another system back into MyPetParlor without manual re-keying.

Attribute flexibility: Different fields carry different rules. Notes, terms, custom fields, and PO numbers are freely editable on any issued invoice. Address fields are editable on most invoices, but if an invoice has already been through tax calculation, the billing address may be locked to preserve the tax position. Line items, totals, and tax calculations are never editable once an invoice is issued — those changes require writing off and re-issuing.

Communication: Editing an invoice does not automatically send anything to the customer. This is deliberate — you decide whether the change is significant enough to warrant a fresh copy and resend it manually when needed.

Activity transparency: Every edit is recorded in the invoice's activity log — who made the change, when it happened, and which fields were modified. This gives owners and accountants a complete audit trail without anyone needing to remember what they touched.

Webhook notifications: When an invoice is edited, MyPetParlor dispatches a webhook describing the change, so connected systems (accounting integrations, reporting tools, custom dashboards) can stay in sync in real time.

Editing an Invoice in the Dashboard#

1. Open the Invoices section from the MyPetParlor sidebar.
2. Find and select the invoice you want to edit.
3. Click the Invoice Actions menu in the top-right of the invoice details page.
4. Choose Edit invoice.
5. Update the editable fields you need to change.
6. Click Save changes.

The updated invoice is available immediately. Resend it manually from the invoice page if you want the customer to see the new version.

Editing an Invoice via API#

1. Refer to the MyBusiness App API documentation for the PATCH /billing/invoices/{id} operation.
2. Make sure you have the invoice ID and the fields you want to update.
3. Send the request with the new values for editable fields only.
4. On success, the invoice is updated and the change is recorded in the activity log.