On desktop? Click HERE for the desktop help article.
You can edit outstanding or paid invoices.
To edit outstanding invoices with no payments added
1) Open the mobile app and log in
2) Open the relevant outstanding invoice in the main Invoices section
3) Tap the Options icon on the top right
4) Tap Revert to draft
5) When prompted to continue, tap Revert to draft
6) Make the necessary changes/corrections
7) Tap the Options icon on the top right
then tap Mark as sent, and the invoice will not be sent again.
To send the invoice again, tap Ready to Send
Note: If the invoice has been sent to the client using the online link, there's no need to send it again. The client will see the updated version when they click the link. PDF invoices won't be automatically updated, so they will have to be resent for the client to see any amendments.
To edit paid invoices or outstanding invoices with partial payments added
Note: Reverting a paid invoice will delete any recorded payment.
1) Open the mobile app and log in
2) Open the relevant paid invoice in the main Invoices section
3) Tap the Options icon on the top right
4) Tap Revert to draft
5) When prompted to continue, tap Revert to draft
6) Make the necessary changes/corrections
7) Tap the Options icon on the top right
then tap Mark as sent, and the invoice will not be sent again.
8) Add the deleted recorded payment again, either by manually adding it by tapping Payment received
Note: When adding income directly from the invoice, Be sure to change the date of the income. The date of the new income defaults to the present day; however, it will need to be edited to reflect the date the income was originally received so it's reported accurately.
You can also add income via the bank feeds. Tap HERE to learn how to add the payment via bank feeds again.
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