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Invoices and payments

How to edit an invoice

Open an invoice for editing, review fields, services, and total, and save changes only when you are sure.

Updated

For: Owner, Admin

1. Open Edit Mode

  1. Open the invoice.
  2. Click Edit.
  3. Review title, customer, lines, due date, discount, tax, and total.
  4. Click Update only if you want to save changes.
How to edit an invoice

States You May See

Draft

Meaning: The invoice exists, but it has not been sent to the customer yet. Where it appears: Invoice list and detail. Next step: Review and send it when ready. It does not mean: It does not mean the customer received it.

Sent

Meaning: The invoice was sent to the customer and may still need payment. Where it appears: Invoice list and detail. Next step: Follow up or record payment when appropriate. It does not mean: It does not mean it is paid.

Paid

Meaning: The invoice has no remaining balance. Where it appears: Invoice list and detail. Next step: Review history or receipts if needed. It does not mean: It does not automatically change the job status.

Balance due

Meaning: There is still an amount to collect. Where it appears: Financial summary. Next step: Record payment or send a reminder when appropriate. It does not mean: It does not mean the customer viewed the invoice.