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, you can still edit an invoice after it's been generated and sent to the customer:

Make a one-time adjustment from the job history view

You can make a one-time adjustment to an invoice even after marking the job as complete.

  1. Select the customer from Manage > Customers.

  1. Select the Jobs tab below the customer's details.

  2. Click on the menu icon to the right-hand side of the job and select View history.

  3. Click on the menu icon to the right-hand side of the occurrence you want to adjust and select Edit.

  4. Toggle the One-time invoice adjustment option.

One-time invoice adjustment from job history

  1. Charge more will be selected by default. Select Charge less to reduce the price.

  2. Enter the difference, not the total price of the job (e.g., if you need to charge £10 more on this occasion, enter £10). Compare the Original cost and Adjusted cost amounts to make sure you've entered the correct amount.

  3. Enter a reason for the adjustment in the space provided. This will appear on the customer's invoice.

  4. Click Submit.

Edit or delete an invoice from the Finances tab

  1. Select the customer from Manage > Customers.

  1. Select the Finances tab and locate the invoice you want to edit (the most recent invoices are at the top).

  2. Click on the menu icon to the right-hand side of the invoice and select Edit invoice.

Invoice menu

  1. The current invoice items and prices 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

Editing an invoice

  1. Click Save in the top-right corner to update the invoice.