Manually Edit the Paid Amount of an Invoice in Billabex

Edit the Paid Amount of an Invoice

In some situations, you may need to manually adjust the paid amount of an invoice in Billabex — to correct an error, account for a payment made outside the integration, register a grouped wire transfer, or handle a credit offset. This update allows the AI agent to automatically adapt its follow-up actions based on the actual balance due.

Edit the Amount from the Platform

You can edit the paid amount directly from the invoice detail view in Billabex.

Steps:

1. Open the invoice via:
  1. the Invoices module (global view), or
  2. the Accounts module > Invoices tab (filtered by account)
2. Click the Options button in the top right corner of the invoice view
3. Select Edit Paid Amount
4. In the modal window:
  1. Enter the amount paid
  2. Click Add
What updates automatically:
  1. Total amount paid
  2. Remaining balance due
  3. Payment status (Unpaid, Partially Paid, Paid, Overpaid)
  4. Invoice status (Issued, Overdue, Paid)

Info
Once updated, the AI agent immediately takes the change into account to adjust its next actions — pause, reschedule, or early closure of the follow-up sequence.

Edit the Amount via Email

If you prefer, you can request the change via email by contacting the AI agent.

Your message should include:

  1. ​The name of the account concerned
  2. The invoice number(s)
  3. ​The amount(s) paid to be registered

The AI agent will process your request and create a follow-up task to ensure traceability.

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