Edit draft and approved invoices

You can edit any information in a draft invoice, but it is not possible to edit any of the financial information in an approved invoice.

Changes made to a draft or approved invoice on the invoice information screen are saved automatically.

• Edit a draft invoice
  1. In the Business menu, select Invoices.
  2. On the Invoice Manager screen, select the Draft tab.
  3. On the Draft tab, drill down on the name of the client whose invoice you wish to edit.
  4. On the New Invoice - Draft screen, do one or more of the following:
     • To change the non-financial details of the invoice, simply edit the available data fields directly.
     • Change financial details relating to the invoice's tasks and costs.
       • Add tasks to an invoice
       • Add costs to an invoice
       • Apply markup to invoice costs

       We recommend that you do not change the Pricing Mode on a draft invoice. If you need to change the Pricing Mode it is best to delete the draft invoice then create a new invoice, using the required Pricing Mode. For further details about how Pricing mode works, see Fixed price quoting and invoicing.

     • Select  or deselect the Invoice checkbox (at right, in grey toolbar) to include or exclude specific phases or groups of tasks/costs from the invoice. If some of the items in a phase or group of tasks/costs are not selected to be included in the invoice, the checkbox looks like this:  
  5. Check that the information shown is correct, then do one of the following.

     Button	Description
     Save Draft	Saves the current invoice information and remains on the New Invoice - Draft screen.
     Save & Approve	Allocates an invoice number and changes the invoice status to Awaiting Payment. Once an invoice has been approved, its financial details cannot be changed.
     Options > Delete Invoice	Deletes the current draft invoice. You might use this option if you found errors and wanted to start again. There are significant differences between cancelling and deleting an invoice in .
     Options > Print Invoice	Same result as Approve, but also displays the Print Invoice screen. Once an invoice has been approved, its financial details cannot be changed.
     Options > Cancel Invoice	Option available for approved invoices only. Cancelling an approved invoice removes the invoice from and voids the invoice in Xero, if you are using the Xero integration. Cancelling an invoice also leaves details of the invoice in the Financials tab of the job.
     Options > Reset tax rates	This option lets you update all items to a valid tax rate in bulk instead of one by one. For further details, see Reset tax rates.

• Edit an approved invoice
  1. In the Business menu, select Invoices.
  2. On the All Invoices screen, select the Awaiting Payment or Overdue tile.
  3. On the selected tab, drill down on the invoice number of the invoice you wish to edit.
  4. On the Invoice information screen, simply edit the available data fields directly.
  5. Check that the information is correct, then, if you made any changes, Save.

Related tasks

• Cancel or delete an invoice
• Re-export an invoice to Xero
• Write off a remaining invoice balance