Billing & Payments
How to Edit an Invoice
invoice edit invoice billing
How to Edit an Invoice
When to use this guide
Use this guide when you need to adjust pricing, add discounts, modify taxes, or update line items before sending the invoice.
Prerequisites
- Invoice must be created but not paid.
- Job must already exist and be linked to the invoice.
Step-by-step
Step 1 — Open the Invoice
- Go to Invoices.
- Search or filter the invoice.
- Click the invoice to open it.
Step 2 — Edit Service Items
You can:
- Change prices
- Remove services
- Add new services
- Modify quantities/duration
Step 3 — Edit Materials
- Scroll to the Materials section.
- Add or adjust items.
- Update quantities or costs.
Step 4 — Modify Taxes or Fees
Depending on your settings:
- Enable or disable tax
- Adjust tax amount (if custom taxes allowed)
- Add card processing fees (optional)
Step 5 — Save the Invoice
Click Save Changes to update totals.
Common mistakes
❌ “Invoice cannot be edited”
- The invoice is already paid.
- The invoice was marked as final.
❌ “Changes are not updating totals”
- You must click Save after editing.
- Check if rounding is enabled in your settings.
❌ Wrong service price
- Update default pricing in Services module.