Editing an existing invoice

How to edit an invoice you've already created

Sometimes you'll need to add or change details on an invoice you've already created. Instead of deleting and recreating, you can edit it, here's how:

First, find the invoice you'd like to edit. Click on the Menu icon and either:

  1. Go to Invoices, locate the invoice. Or,
  2. Go to Clients, search for the client, click on them and click on the Invoices tab to locate the invoice you'd like to edit.

Once you've located the invoice, follow these steps:

  1. Click on the 3 vertical dots to open the menu and click on Edit.
  2. An invoice editor will open, you'll be able to add or change details on the appointment.
  3. Once changes have been made, click on Save at the top right.

Note: If you have already created an invoice and made some changes to the related appointment afterwards, you'll need to click on Refresh Appointments underneath the lineitems on the invoice to update it. Remember to click on Save!