Edit Invoice
Modify invoices and understand editing restrictions
Editing Invoices
What You Can Edit
Draft invoices: Everything is editable Sent invoices: Limited edits allowed
- Notes and terms
- Internal tags
- Due date
What Requires a Credit Note
Once invoiced, these changes need a credit note:
- Line item amounts
- Tax calculations
- Client details
- Invoice date
How to Edit
- Open the invoice
- Click "Edit" button
- Make your changes
- Save changes
Edit History
View all changes in the activity log:
- Who made the change
- When it was made
- What was changed