Editing an invoice may be necessary to update the customers' billing details or include new items there.
Administrators can edit invoices with different statuses:
Draft invoices
Active invoices
Edit draft invoices
For draft invoices, administrators can only edit certain information:
Invoice item
Location's billing, bank account and other details
User/company's name and billing details
Edit the invoice item
Navigate to the Locations > Community page and select a user/company.
Go to Billing > Invoices page and select the draft invoice you need to edit.
Press on the invoice item you want to edit and update its name, price, tax, or quantity. Press
Deleteif you need to delete it.
4. Press Create item to add a new invoice item.
5. If necessary, set a custom invoice Due Date in the "Due Type" section. Manage invoice due date
Edit the location's billing, bank account and other details
To edit the location's billing, bank account details, and payment due date, navigate to Locations > Settings > General > Billing page and make the necessary changes:
To update the location's billing details, type new information in the "Billing Details" field.
To update the location's bank account details, type new information in the "Bank Account" field.
To update the payment due, type new number of days in the "Payment Due" field.
The changes made will be auto-saved. Once the invoice is issued, the location's updated information will be displayed on the invoice.
Updating the location's tax rate doesn't influence the draft invoice tax. You can change the location's tax rate, create and issue a new invoice to display the updated taxes.
Edit user/company's name and billing details
Add or update the user/company's billing details displayed near their name on the invoice.
Ask the user to change their name in their account if necessary. How users manage their account
Navigate to Community > select the company > press
Editand update the company's name.
Once the changes are made, you can issue the invoice and the updated information will be displayed on the invoice.
Edit active invoices
To edit an active invoice, follow the steps below:
1. Navigate to the Community page and select a user/company.
2. Go to Billing > Invoices page and select the active invoice you need to edit.
3. Press Create item to add a new invoice item.
4. To edit the existing invoice items in active invoices, edit the user's subscription.
5. If necessary, set a custom payment due date of the invoice in the "Due Type" section. Customize payment due date on the invoices
All the changes to the subscription will apply to all the subsequent invoices, including an active one, immediately.
Editing issued invoices is not permitted. If there is a mistake in an issued unpaid invoice, you can void it and issue a one-off invoice instead with the correct information in it.
FAQ
How can I change the date format in the invoice?
How can I change the date format in the invoice?
The format of the invoice depends on the language you choose in the app. If the language selected is "English", the date format of the invoice will be: month/day/year (e.g., "1/15/2024"). If the language selected is "English (UK)", the date format of the invoice will be: day/month/year (e.g., "15/01/2024"). In case you have an issued invoice but the date format should be different, you can change the app language and resend the invoice.