Editing invoices
An invoice is generated from an approved quote, but it isn’t frozen. Open it and edit when the order changes.
What you can adjust
- Line items and fees — add, remove, or correct what’s billed.
- Deposit — require an upfront amount, as a percentage or a fixed dollar figure. The customer pays the deposit first, then the balance. See Deposits & payment terms.
- Due date — when payment is expected.
- Payment terms — free text like “Net 30” or “Due on receipt.” This is informational, it shows on the invoice but doesn’t trigger anything on its own.
A note on totals
Edits to line items and fees recalculate the invoice total. If a deposit is set as a percentage, it recalculates against the new total too.
Editing the invoice doesn’t change the job already in production. The invoice tracks the money; the job tracks the work. They’re linked but separate on purpose.