What happens to the budget when I edit or delete an invoice?
1 min read
Updated
October 2026
Editing the amount: RotaWiz adjusts the budget by the difference only.
Change $100 to $150 and Used goes up by $50.
Change $150 to $100 and $50 goes back to the budget.
Deleting an invoice:
the full amount goes back to the budget. The invoice stays in your history, marked as deleted. The shift or case note keeps its plan.
The change applies to the same plan, category, line item and Funding Period, and Used Budget History updates automatically.
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