Enter your idea

That's depressing! :(

Do you realize that thread was opened in 2022... So much for the Squeaky wheel.

Please more people comment on this to boost the votes numbers so there is a better chance of something changing! Squeaky wheels get the oil!

100% agree!!. How many more people need to complain about this horrible feature before something is actioned?

Xero currently requires the cash refund or payment to be removed and the bank transaction reconciled again merely to correct a reference or line description. These fields are commonly populated incorrectly by Shopify and other e-commerce integrations—for example, with generic descriptions such as “Surcharge adjustments”.

Changing the reference or description does not alter the contact, credit-note amount, GST, account coding, allocation or payment. These non-financial fields should remain editable while all financial fields remain locked.

Credit notes should work consistently with bills, sales invoices and supplier credit notes, where the tax rate, account and amounts are correctly locked after payment, but references and descriptions can still be corrected. In an e-commerce integration environment, references and descriptions are often entered incorrectly, guessed by the platform or left too generic, so users need access to correct them or add meaningful details.

Requiring Remove & Redo for a purely descriptive correction creates unnecessary work, disrupts an otherwise correct bank reconciliation and provides no additional accounting or audit protection.

yes agree! the fact that we have been complaining about this issue since Jun 12, 2023 is frustrating as nothing has been done in over 3 years!

Many industries, including ours, rely on deposit and progress payments, and variations after a partial payment are a normal part of business.

It's difficult to understand why Xero still hasn't addressed this. The current process of removing payments, editing or recreating invoices, and reallocating payments is unnecessarily time-consuming and feels incredibly outdated.

A modern accounting platform should be able to support invoice variations while maintaining a complete audit trail and accounting integrity.

Please attention this issue as annoying and time wasting.

Looks like originally posed 3 years ago.. is this a possibility?

Yes redoing all the payments is extermeley time consuming

Invoice Editing

This is very closely related to the issue with accepting deposits on invoices. We tried doing change orders, but when the change order works out to be a negative, you can't save it. You have to do a credit note. We did change order 1-Extras and Change order 2-Credits (as a credit note). Rather messy. I get keeping the approved invoice with payment as an unchanging entity. So, that's where you have to improve on your progress payment/ deposit ability. Currently, showing the deposit applied from another deposit invoice as a negative line item is sloppy and confusing. And only 1 deposit per project is allowed. And on the other thread, only allowing deposits with use of a stripe transaction account is very restrictive.

Agreed with all of the below. Frustrating to edit invoices. In real estate property management, we deposit large slips of checks received, and when we remove a payment to edit one invoice, it unreconciles the entire deposit slip, causing a tremendous amount of repeat work to redo a single invoice, often due to nothing more than initial clerical error. Please give us edit ability on paid invoices!

Update invoice without removing payments already made. I have a client that is very frustrated because they take deposits on jobs and then when they actually do the job, they have to update the invoice to add more expenses. They just switched to Xero from QB Desktop and they are really upset they lost this ability.

I run a tutoring business where invoice edits, especially quatities of 'lessons' is forever changing. Removing all payments just to edit an invoice then reconcile them all over again is so time consuming. Some parents pay on a weekly basis which means up to 10 payment removals per school term. I have over 70 invoices every two months. This is really starting to become tedious.

This would be ideal. We have a ton of construction clients and service clients and the ability to edit an invoice after a payment is applied is very critical. To maintain financial accuracy I do understand. To go along those lines, why do I need to remove a payment from a closed year to edit the invoice.
Example which is real life and ongoing right now: Project started in December, they do not want to use change orders and want to use one invoice. I now have to undo all payments back to December to edit the invoice when 2025 is closed. Please consider the ability to edit an invoice once a payment has been applied.

We spend a ton of time having to remove payments and put them back when updating invoices we import fromo ther systems for our clients monthly this is a huuuuge time suck.

This would be a life saver because I usually close the VAT Return once the bank is reconciled. Would appreciate if this is considered as it will make life easier.

Allow to Edit the Tax Code on transactions without un-reconciling the already allocated Bank Payment or Receipt. This obviously must be limited so that the total amount still matches.

This would be highly helpfull in particular cases were the tax information is received after the Invoice and Payment booking.

I have just signed with Xero a few weeks ago, coming over from MYOB. We are going to have to cancel and stay with MYOB as this is a non negotiable for us. We have projects that can last months to years with regular payments made off the invoice. The ability to edit add and change amounts is critical.