Editing an invoice may be necessary to update the customers' billing details or include new items there.

Administrators can edit invoices only with the "Draft" status.

The following information can be edited on the draft invoice:

Invoice items
Invoice due date
Location's billing, bank account, and other details
User or 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, 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 Delete if you need to delete it.

4. Press Create item if you need to add an additional invoice item.

Edit invoice due date

Open the invoice from the Locations > Community > Billing (on the user or company profile) > Invoices page.
Manage the "Due Type" property.

If you need to change the due date to a different value for all the rest of your invoices in this location, edit the default "Payment Due" settings of your location.

Edit the location's billing, bank account, and other details

Navigate to Locations > Settings > General > Billing page and make the necessary changes:
1. Type new information in the "Billing Details" field to update the location's billing details.
2. Type new information in the "Bank Account" field to update the location's bank account details.

Once the invoice is issued, the updated information for the location 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 a new invoice, and issue it to display the updated taxes.

Edit a 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 Edit and 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.

FAQ

How can I change the date format in the invoice?

The invoice format 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"). If you have an issued invoice but the date format should be different, you can change the app language and resend the invoice.