edit_invoice
Modify existing invoices by updating date, due date, memo, customer, terms, email, payment settings, or invoice lines. Add or remove line items as needed.
Instructions
Modify an existing invoice. Can update date, due date, memo, customer, department, terms, email, online payment settings, and/or lines. For lines: provide line_id to update existing line, omit line_id to add new line (requires item_name), set delete=true to remove.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | Invoice ID to edit | |
| txn_date | No | New transaction date in YYYY-MM-DD format (optional) | |
| due_date | No | New due date in YYYY-MM-DD format (optional) | |
| memo | No | New private memo (optional) | |
| customer_memo | No | New customer-facing message visible on the invoice | |
| bill_email | No | New email address to send the invoice to | |
| sales_term_ref | No | Payment terms name (e.g., 'Net 30'). Auto-resolved to ID. | |
| allow_online_credit_card_payment | No | Allow customer to pay with credit card online | |
| allow_online_ach_payment | No | Allow customer to pay via bank transfer (ACH) online | |
| customer_name | No | New customer display name (auto-resolved to ID) | |
| department_name | No | Header-level department/location name (auto-resolved to ID) | |
| lines | No | Line modifications. Provide line_id to update existing line, omit to add new line. | |
| draft | No | If true, validate and show preview without saving (default: true) |