Change or delete a bill

How to correct anything on a saved bill with Edit, and who can delete a bill.

A saved bill can be changed at any time: the vendor, bill number, dates, lines, categories, tax and notes. Payments are changed separately, in the Mark Paid or Payments window.

Edit a bill

1. In the menu on the left, choose Bills.
2. Find the bill. On a Paid bill, choose Edit on its row. On a bill you still owe, open the three-dot More actions button on its row and choose Edit.
3. A form titled Edit Bill opens with everything filled in.
4. Make your changes. You can add, change or remove lines, and pick a vendor or add one with + New Vendor.
5. Choose Save Changes. The message "Bill updated" appears.

What happens when you save

• Todah works out the totals again from the lines, and your reports and sales tax figures update at once, including past months.
• Payments already recorded stay. If the new total equals what has been paid, the bill becomes Paid; if it is more, the bill shows Partially Paid with the new balance.
• The total cannot be made smaller than what has already been paid. Todah says how much has been paid; remove a payment first, then edit.
• Attachments stay with the bill.

Other changes on the Bills list

• Payments: Mark Paid, Payments and Mark Unpaid (owners and admins). See Mark a bill paid.
• Files: Attachments, to add or remove the supplier's PDF or a photo. See Attach files.

Delete a bill

1. In the menu on the left, choose Bills.
2. On the bill's row, open the three-dot More actions button and choose Delete.
3. Confirm "Delete this bill? Its attached files are deleted with it.". The message "Bill deleted" appears and the bill leaves the list.

• Only owners and admins can delete a bill, so Delete is shown only to them. If someone else tries, Todah says "Only an owner or admin can delete bills. Ask one of them to do it for you."
• The bill's cost and tax leave your reports at once, including past months and your sales tax figures.
• Its attached files and its payments are deleted with it, and the storage the files used is freed.
• A bill paid by a matched bank line cannot be deleted while it is matched. Todah says "This bill is matched to a bank transaction. Unmatch that transaction in Banking first, then delete the bill." Choose Unmatch on that line in Banking: the line goes back to Needs attention and the payment comes off the bill. Then delete the bill. A line split across several bills is unmatched from all of them, so match it again to the bills you are keeping.
• Owners and admins are told under the bell when someone else deletes a bill, and it is recorded in the Audit Log.