Learn how to manage, edit, or cancel existing invoices in Shine.

Once approved, invoices in Shine can no longer be edited directly, but you have two supported options to correct mistakes:

Option 1: Cancel and recreate the invoice

Use this if the invoice has not yet been sent to the customer.

• Go to the invoice > click the 3 dots > Delete
• Create a new invoice if needed

The new invoice will get the next available number in your sequence.

Option 2: Issue a credit note and recreate

Recommended if the invoice was already sent or if payment was received.

• Go to the invoice > click the 3 dots > Delete
• Approve the credit note
• Create a new invoice

This keeps your records accurate and audit-ready.