How do I edit an invoice that is unpaid?

You can change the invoice details of a raised invoice, as long as it has not yet been paid. To do this:

Open the invoice

Click on the "Edit Header" button at the bottom of the screen



Here, you can edit various aspects of the invoice, including the reference, who it is payable by and the address details.



You can't edit the items included on an invoice once it has been saved. If you need to make changes to the appointments/expenses on a saved invoice, you would have to delete the invoice and start again.

Updated on: 01/02/2023