> For the complete documentation index, see [llms.txt](https://docs.keepup.store/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.keepup.store/docs/tutorials/sales/how-to-edit-a-quote-or-an-invoice.md).

# How to Edit a Quote or an Invoice

{% embed url="<https://youtu.be/mSkRpZxwZkQ?si=1VGwflStGVtZCCHG>" %}

{% hint style="info" %}
**Note**: \
A **quote or invoice** can only be edited if no payment has been recorded.
{% endhint %}

### **Steps:**

1. **Click on "Sales & Orders" from the side menu and click on "Sales". This will take you to the Sales page.**&#x20;
2. **Find and click on the quote or invoice you want to edit. This will take you to the details page.**
3. **Scroll to the bottom and click on the three dots button next to the Share button.**
4. **Click on "Edit Sale" from the dropdown to open the edit form.**
5. **Fill out the form to make changes.**
6. **Save your changes.**

{% hint style="info" %}

#### **Hint**

If you provide the customer's phone number or email, you can check a box to send them an alert about the quote or invoice. This alert will include a link that the customer can use to view the invoice, receipt, or quote.
{% endhint %}

### FAQs

<details>

<summary><strong>I can't find the "Edit Sale" option.</strong></summary>

The "**Edit Sale**" option appears in the dropdown when no payment has been recorded.

</details>

<details>

<summary><strong>How can I edit a sale with payment?</strong></summary>

A sale with payment cannot be edited. You can cancel the sale and use the "**Create a Copy**" option from the dropdown menu to create a copy of the sale.

</details>

<details>

<summary><strong>What happens to my inventory stock when I edit a sale?</strong></summary>

Products from the old sale are returned to inventory, and the new quantity is deducted based on your Inventory Reduction settings in your sales settings.

</details>


---

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