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  • Editing invoices


 

 

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You can edit the details of an invoice from the Invoices page, accessible from the Sales menu. If you want to change the invoice template, or add or edit a note on an invoice, see Invoice and quote settings.

If payments have been applied to the invoice, you won't be able to change the customer in the Customer field. You need to delete the payments on that invoice and then edit the invoice to enter a new customer. See Deleting a customer payment.

 

 

To edit an invoice

To edit an invoice

You can click invoices to open them for editing.

  1. In the invoices list, find the invoice you want to edit and click it. The Invoice page appears, showing the invoice details.
  2. Make your changes to the invoice. You can make any changes you like, such as add or remove line items, change the due date, even change the customer.

    Need to change a customer's details?

    See Editing customer details. After updating their details, to see the changes reflected on an existing invoice (such as a change of address), open the invoice and click Save. The updated address will now show.

  3. To save the changes without sending a copy to the customer, click Save. The Invoice page reappears.
  4. To save the changes and send a copy to the customer, click Email or print or Resend to customer (the option that appears depends on whether you've previously sent the invoice). In the window that appears, complete the fields and click Email or Print. For example, if you're resending an invoice previously sent, you might want to update the Subject and Message:

Updated invoice email

For more information, see Emailing, previewing and printing invoices.

 

  FAQs


How do I add or remove lines in an invoice?

How do I add or remove lines in an invoice?

To add a line, click into an existing line then click the plus icon on the left.

To remove a line, click the delete icon at the right hand end of the line to be removed.