How do I edit an invoice?
If you need to charge a customer a different amount, it's best to adjust the price of the job, or make a one-time invoice adjustment when scheduling the job or when marking it as done (see How do I adjust the price of a job?).
However, it's possible to edit or even delete an invoice after it's been generated and sent to the customer.
Keep in mind that the customer may have already paid the invoice, especially if they've added an automatic payment method.
If you reduce the total cost of an invoice or delete an invoice, the difference will be credited to their account (or applied towards another unpaid invoice if they have one).
If you increase the total cost of an invoice, the balance will be due and charged instantly if they've added an automatic payment method.
- Select the customer from
Manage
>Customers
.
Use the search or filter features to quickly find the customer you're looking for.
-
Select the Finances tab and locate the invoice you want to edit (the most recent invoices are at the top).
-
Click on the menu icon to the right-hand side of the invoice and select
Edit invoice
.
- The current invoice items and price will be displayed. From here you can:
- click the menu icon in the top-right corner to edit or remove a category and its items
- click the edit icon next to an item to change the name, description, price, and quantity of the item (remember to click
Update
to save) or remove the item - click
+ Add items
to add additional items under the same category - click
Add a category
to add another category and associated items
- Click
Save
in the top-right corner to update the invoice.