How to Edit an Invoice in Xero
- George Apostolov
How to Edit an Invoice in Xero: step-by-step guide
On Xero's main dashboard, go to the top menu bar and click 'Business'.
Select 'Invoices' from the list of options.
After that, find and open the specific invoice you want to edit.
Tap the 'More Options' button at the top-right corner.
Subsequently, click 'Edit' to proceed.
Select the field you wish to edit, then make your desired changes.
Once done, review your input and click 'Update' to apply the changes.
After completing these steps, the selected Xero invoice will be edited based on your input.
Quick answer: To modify an invoice in Xero, navigate to Business and select Invoices from the top menu. Open the target invoice, click More Options at the top-right, and choose Edit. Modify the desired fields, review your changes, and click Update to save them.
About this Xero tutorial
Update invoice details in Xero by navigating to Invoices, selecting the target document, clicking More Options, and applying your edits. This guide shows how to edit an Invoice in Xero in 8 steps, starting with "On Xero's main dashboard, go to the top menu bar and click 'Business'" and finishing with "After completing these steps, the selected Xero invoice will be edited based on your input". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to edit an Invoice in Xero?
8 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Edit Item Codes in Xero, How to Edit Items in Xero and How to Edit the Conversion Balance in Xero. Last reviewed 05 Oct 2026.
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