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:
Edit Invoice Details
Add New Expenses
Remove Expenses
View Gigs
Remove Gigs
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:
Select Settings in the top right of the page
Select Invoices
Find the Invoice you need to make edits too
Select the 3 dots below the magnifying glass
Select Retract
Make the necessary edits (e.g. Change contact details, add or remove gigs, add or remove expenses)
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.