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How to Edit an Existing Invoice

You can edit an invoice's details after it has been created, whether it is still a Draft or has already been Approved or Sent.

Steps

  1. Go to Get Paid → Invoices.
  2. Open the row actions menu (⋮) on the invoice you want to change.
  3. Click "Edit."
  4. Make the necessary changes to line items, customer details, notes, or terms.
  5. Click "Save & Send," "Approve," or "Save as Draft" to save your changes, depending on the invoice's intended status.

Good to Know

Invoices that have already been Approved or Sent may have certain fields, such as totals, become harder to change safely. If you need to make a significant change to an Approved or Sent invoice, review the change carefully before saving.

Related Articles

  • How to Save an Invoice as a Draft
  • How to Send an Invoice to a Customer
  • How Revenue Flows from Invoices to Reports

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