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.

The payment status recalculates right along with it. Raise the total on an invoice that was already paid in full and it drops back to partial, since there’s now a balance nobody’s paid. Lower it back down to what’s already been collected and it reads paid again. See Payment status on the invoice.

Duplicating an invoice

Duplicate copies the invoice into a fresh one. It’s the clean way to bill a repeat order without rebuilding the line items, and the way to reissue something you’d rather not touch.

Deleting an invoice

Only unpaid invoices can be deleted. Once a dollar has landed, the Delete button is gone and the invoice refuses to be removed. Deleting takes its line items and fees with it.

To stop billing an invoice that already has money against it, work with it instead: correct the line items, or record the balance. See Collecting payment.