Editing an Invoice After Sending

If you sent an invoice with a mistake — wrong amount, wrong customer, missing line item — here is how to fix it.

Can I Edit a Sent Invoice?

Yes, but with important considerations:

Draft invoices — Fully editable. No restrictions.

Sent invoices (unpaid) — Editable. The customer's invoice link will show the updated version automatically.

Paid invoices — Read-only. You cannot change the amounts on a paid invoice. Contact support if a correction is absolutely necessary.

How to Edit a Sent Invoice

1. Open the invoice from Dashboard → Invoices
2. Tap Edit (pencil icon)
3. Make your changes
4. Tap Save
5. Optionally resend to notify the customer of the change

What the Customer Sees

When you edit a sent invoice, the customer's link automatically shows the updated version — they do not need a new link. If the change is significant (like a different total), resend the invoice with a note explaining the correction.

Common Edits

• Wrong amount — Edit the line item price and save
• Missing line item — Add the item and save
• Wrong customer — Edit the customer name and phone number
• Wrong date — Edit the invoice date field
• Wrong address — Update the job site address (also updates tax calculation)

Voiding Instead of Editing

If the invoice is significantly wrong (wrong job, wrong customer), consider cancelling it and creating a new one rather than editing. This keeps your records cleaner.