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 Invoice 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 the invoice again. The client will see the updated version when they click the link. PDF invoices won't be automatically updated so 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 outstanding invoice in the main Invoice 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

NB Be sure to change the date of the income when adding income directly from the invoice. The date of the new income defaults to the present day however this will need to be edited to reflect the date the income was originally received so it's reported accurately.

Or you can add the income via the bank feeds. Tap HERE to learn how to add the payment via bank feeds again.

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