Why can I not edit a sent proposal or invoice?
The short answer
Because sent commercial documents are treated as formal history, not just draft notes. Sending locks the document so the client always sees exactly what you approved.
Proposals
Sent proposals do not return to draft. If the client needs changes, create a new proposal version and send that. The earlier version stays in the history as superseded, so nothing is lost.
Invoices
Invoices are editable while they are still drafts. Once sent, the document represents billing history and payment expectations, so it locks. If a sent invoice is genuinely wrong, void it and issue a corrected one rather than trying to change it in place.
What to do instead
- For proposals: create a new version from the event’s Proposal view.
- For invoices: void and re-issue, or create the next billing action.
Removing an invoice you did not mean to keep
A paid invoice cannot be voided while its payments are recorded, because that money counts toward your income. The exit is deliberate, in this order:
- Open the invoice and delete its payment(s) on the Payments card. The status leaves Paid.
- Choose Void invoice and give a reason.
- Once voided, the invoice no longer counts anywhere and Delete invoice becomes available if you want it gone from your Documents.
Draft invoices can simply be deleted. Sent invoices are voided first, the same as above but without the payments step.
An invoice with a zero total is marked Paid the moment it is sent, because nothing is owed on it. It has no payments to delete, so Void invoice works on it directly — no payments step needed.
If you work around document immutability incorrectly, approval and payment history become much harder to trust later.