Editing the draft of a sales invoice allows you to make changes and adjustments before finalizing the invoice and sending it to your customer.
Accessing the draft invoice
To edit the draft of a sales invoice, follow these steps:
Go to Document Creator.
Double click the draft invoice you want to edit in the list of documents.
Click on Edit.
Editing the invoice details
Once you have accessed the draft invoice, you can edit various aspects of the invoice:
Customer information: Update the customer's name, address, email, or any other relevant details.
Invoice items: Add, remove, or modify line items, including item descriptions, quantities, and prices.
Taxes: Adjust the VAT rates or add new rates as needed.
Discounts: Apply or remove discounts on individual items or the entire invoice.
Payment terms: Modify the payment terms, such as due date or bank account.
Notes and comments: Add or edit any notes or comments for your customer.
After making the necessary changes, click on the Save button to update the draft invoice.
Deleting a draft
Go to Document Creator.
Locate the draft invoice you want to edit in the list of documents.
Click on the three dots next to a draft invoice.
Click on Delete.
💡 Need help with Document Creator?
A product tour is available in the app to help you get started.
If you're not logged in, the link will guide you to the login screen. After logging in, you'll find the product tour in the messenger at the lower right corner.
FAQ
Can I edit an invoice after it has been sent?
No, once an invoice has been sent, it cannot be edited. If you need to make changes to a sent invoice, you'll need to create a new invoice or issue a credit note to adjust the original invoice.