Invoice Versions
Understand the sealed record behind every issued invoice, and how 'Void & reissue corrected' creates a linked correction.
Every time you issue an invoice, ClientCasa seals an immutable version of it — the exact amounts, line items, and terms as they stood when the client received it. You never edit a sent invoice in place; instead you void it and reissue a corrected one, and the two stay linked so the history is always honest.
The Version Card
On any invoice detail page (/dashboard/invoices/[id]), the Version card in the sidebar appears once the invoice has been issued.
- Open an invoice that has been sent.
- The Version card shows the Issued record with a status badge and the date it was issued.
- A note confirms this is a sealed, immutable record of the issued invoice — it does not change even as payments come in.
If an invoice is still a draft and has no correction relationship, the card is omitted entirely.
Void & Reissue a Corrected Invoice
When a sent invoice has a mistake — a wrong amount, the wrong line item — you don't overwrite it. You void it and create a fresh, corrected replacement.
- Open the invoice you need to correct.
- From the actions menu, choose Void & reissue corrected.
- The original invoice is voided, and a new corrected draft opens linked to it.
- Edit the corrected draft as needed, then send it like any other invoice.
The two invoices are permanently linked, and the Version card on each one shows the relationship:
- On the corrected invoice: Corrects voided — a link back to the invoice it replaces.
- On the voided invoice: Voided & replaced by — a link forward to its correction.
Each link opens the related invoice directly, so you can trace the full lineage in either direction.
A Note on Status
An invoice's status is one of draft, sent, partial, paid, or void. "Open" invoices — the ones still owed — are sent and partial. There is no "overdue" status: an invoice is read as past due automatically when it's sent or partial, past its due date, and still has a balance owing. See Record a Payment for how status moves to partial and paid.
For programmatic access to versions and the derived overdue flag, see the Invoices API.