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Editing an invoice

Steven Anderson avatar
Written by Steven Anderson
Updated this week

The edit option allows you to make small changes to an invoice.

Editing sent invoices

To make changes to an invoice, locate it on the Invoices page, select Edit from the invoice menu (three dots), and update the details. Save the changes and resend.

Editing paid invoices

This is limited to editing details such as product name, description, or notes to the invoice. Editing any amounts related to an invoice once the invoice has been sent is restricted.

Check if you need to issue a credit note instead before making any edits. To do this you must first unlink any payments related to this invoice.

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