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Editing invoices

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, your accepted payment details, or add a note to an invoice see Sales settings.

To edit an invoice

You can click invoices to open them for editing.

  1. Go to the Sales menu and choose Invoices.

  2. Click the invoice number of the invoice you want to edit. Need help finding an invoice?

  3. Make your changes to the invoice. You can make any changes you like, such as add or remove line items or change the due date. If you need to change the customer, see the FAQs below.

  4. Use the buttons across the bottom of the page to choose an action.

If you want to...

do this...

Delete the invoice

Click Delete. If the invoice has a payment against it, you'll need to delete the customer payment first.

Enter a payment against the invoice

Click Create payment. For all the details, see Customer payments.

Print or save a PDF copy

Click View PDF. The invoice appears as a PDF in a new tab where you can print or save it. Learn more about printing invoices.

Email the invoice

Click Email invoice. Enter or confirm the email details and click Send invoice. Learn more about emailing invoices.

Cancel without saving

Click Cancel.

Save and create a duplicate

Click Save and duplicate. An invoice with the same details and a new invoice number is created. Learn more about Duplicating an invoice.

Save and create a new invoice

Click Save and create new. The invoice is saved and a new invoice appears.

Save the invoice

Click Save.

See the invoice activity

Click Activity history at the top of the page, or scroll to the bottom of the page to see the activity.

FAQs