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How do I edit an invoice that I’ve already sent? (Pro)
How do I edit an invoice that I’ve already sent? (Pro)
Updated over 2 weeks ago

Once an invoice has been finalized and/or sent, you are able to edit certain fields if you need to make changes to the invoice. You’re able to edit all fields except:

  1. Business

  2. Client

  3. Date

  4. Frequency

The ability to edit finalized invoices is only possible for unpaid invoices, not paid invoices.

To Edit a Finalized Invoice

  1. Navigate to the Invoices Dashboard

  2. Change the Type filter to Unpaid

  3. Click on the specific invoice

  4. Edit any fields needed, and click ‘Next’

  5. A pop-up will confirm that you’d like to edit the finalized invoice, select ‘Yes’

  6. If needed, edit the Payment Processing options and continue to Save/Send

If you need to make changes to the business, client, date, or frequency, you will not be able to edit the existing invoice and will instead need to cancel the invoice and create a new one.

To Cancel an Invoice

  1. Navigate to the Invoicing Dashboard

  2. Click the blue drop-down arrow on the far right of the invoice

  3. Select ‘Cancel’ from the drop-down

To Create a New Invoice Based on the Canceled Invoice

  1. Navigate to the Invoicing Dashboard

  2. Change the filter Type to 'Archived'

  3. Click the blue drop-down arrow on the far right

  4. Select 'Duplicate' (This will duplicate the original invoice, so you can use that as a starting point to make your edits)

  5. After making your edits to the new invoice, send the new invoice to your client

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