How to Edit an Existing Invoice

Let's discuss how you make changes to an invoice!

Tom Conneely avatar
Written by Tom Conneely
Updated over a week ago

In this article, we're going to show you how to make edits to an existing invoice that are either still in draft or have been sent to the client already. If you need to retract your invoice to make your edits, check out this article here.

If your invoice is still a draft, you can still make edits freely by selecting the magnifying glass icon to open the invoice. You can see that here:

While Inside the Invoice you can do the following:

  1. Edit Invoice Details

  2. Add New Expenses

  3. Remove Expenses

  4. View Gigs

  5. Remove Gigs

  6. Add more Gigs

You can see them here:

However, if you have sent an invoice to a client already and need to make changes here are the steps do that:

  1. Select Settings in the top right of the page

  2. Select Invoices

  3. Find the Invoice you need to make edits too

  4. Select the 3 dots below the magnifying glass

  5. Select Retract

  6. Make the necessary edits (e.g. Change contact details, add or remove gigs, add or remove expenses)

  7. Once the edits have been made select the airplane icon to send to the client

Once the changes have been made the client will be notified. It will also automatically update the PDF for the client. If they downloaded a spreadsheet they'll need to download it once more.

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