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How to edit invoice?
How to edit invoice?
Alexandra Gallisová avatar
Written by Alexandra Gallisová
Updated over a week ago

If you need to edit an invoice even after it has been issued, it is possible to make additional changes using the "EDIT" button in Invoice detail or in the Action menu in the list of Outgoing invoices.

In the 1st step of invoicing, you can edit:

  • billing address or add a new one

  • contact person

  • owner

  • team

In the 2nd step of invoicing, you can:

  • change the currency or exchange rate

  • re-select the budget items

  • add prepayment

In the 3rd step of invoicing:

  • change the dates

  • change the invoice number

  • add the Purchase order number

  • change the currency

  • attach proforma invoice

  • change notes or text on the invoice

Just to remind you, if you reselected the budget items in the 2nd step, it is necessary to use 'Generate from budget items' button.

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