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Edit invoice draft

Edit saved invoice drafts — recipient, line items, date, template. Only possible while status is Draft.

Web
Chöre›Chor öffnen›Verwaltung›Kassenbuch›Rechnungen›Rechnung›Bearbeiten

Diese Funktion ist nur im Web verfügbar.

Permission required: Cashbook › Edit

What is it?

The edit mode loads an existing invoice draft into the editor and allows all changes — exactly like "New invoice", but with the data already entered.

When can you edit?

Only drafts are editable. For any other status (Final, Cancelled, Credited) editing is blocked — a warning is shown at the top of the page.

How to edit

  1. Open the invoice detail page via the overview.
  2. Click "Edit" (only visible for drafts).
  3. Change recipient, line items, date, notes — everything as in the editor.
  4. Click "Save" to keep the changes — status stays Draft.
  5. Or "Save & finalize" to finalize directly.

What you cannot change

  • Invoice number — only assigned on finalization
  • Status — not manually changeable; only via Finalize / Cancel

Permission

You need cashbook.edit.

Frequently asked questions

Can I change a finalized invoice afterwards?▾
No — as soon as an invoice is finalized, all fields are locked (GoBD obligation). You can only cancel it (credit note) and create a new invoice.
What happens on save?▾
The changes are stored in the draft. The invoice does not get a number or PDF yet. You can keep editing or finalize directly.
Can I edit an invoice from another person?▾
Yes, anyone with the cashbook.edit permission can edit any drafts of your choir. Who saved last is shown in the updated_by field.
What happens if two people edit at the same time?▾
Last save wins — no conflict handling. In practice rarely a problem, since invoices are usually created by one person. Coordinate with each other if needed.
Can I assign the invoice number manually?▾
No — the number is drawn atomically from the number sequence on finalization. This guarantees no gaps or duplicates (GoBD obligation).

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