Editing Invoices
Update and modify existing invoices, change status, and correct any errors after an invoice has been created.
Overview
You can edit invoices at any time after they've been created. This allows you to correct mistakes, update information, change invoice status, or modify line items and totals.
All invoice fields can be edited, including business and client information, line items, dates, payment terms, and invoice status. Changes are saved immediately and reflected in the invoice.
How to Edit an Invoice
1 Find Your Invoice
Navigate to your dashboard or invoice list and locate the invoice you want to edit. You can also access it directly if you have the invoice URL.
2 Click Edit
On the invoice page, look for the "Edit" button or link. This will open the invoice in edit mode where you can modify any field.
3 Make Changes
Update any fields you need to change - business/client info, line items, dates, amounts, payment terms, or invoice status. Use the live preview to see changes as you make them.
4 Save Changes
Once you're satisfied with your changes, click "Save" to update the invoice. All changes are saved immediately.
What Can Be Edited
Business & Client Info
Update business or client information, including names, addresses, and contact details.
Line Items
Add, remove, or modify invoice line items, quantities, rates, and descriptions.
Dates & Terms
Change invoice date, due date, payment terms, and add or update notes.
Status
Update invoice status (draft, sent, paid, overdue) to track payment progress.
Invoice Status Management
You can update the status of your invoices to track their progress:
- Draft: Invoice is being created or edited
- Sent: Invoice has been sent to the client
- Paid: Invoice has been marked as paid
- Overdue: Invoice is past its due date
Tips
- Use the live preview to see changes before saving
- Update invoice status regularly to keep accurate records
- If you've already sent an invoice, consider sending an updated version if significant changes are made
- All edits are saved automatically, so you can make changes incrementally