You can edit most invoice items directly. Click on the item you wish to modify, and it will become an editable field.

After making your changes, click "Save changes" at the bottom of the screen.

Note: Only unsent invoices can be edited.

You can update the "Bill to" and "Bill from" information by selecting the "Edit info" option below your ("Bill from") or your client's company ("Bill to") details within the invoice.

To include additional items on your invoice, click "Add line item." You can add multiple items, but remember to save your changes

You can apply discounts to individual line items. If a discount is applied to a budget, it will automatically transfer to the invoice and be displayed accordingly.

To add tax, open the Tax rate dropdown in the Tax rate column.

You can apply tax rates per line item or apply the same tax rate to all line items at once. To do so, select the Tax rate column header and select your desired tax rate. Find out more about how to set up and assign tax rates to subsidiaries here.

Drag and drop line items to rearrange their order on the invoice.

To remove an item from the invoice, click on the bin icon next to the line item. Be sure to save your changes after making edits or deletions.

Once an invoice is finalized, you can still change the Document template by selecting a different one from the dropdown menu.

Making changes to an invoice does not affect the budget. Adding extra line items or adjusting discounts on an invoice will not create new services or alter the budget in any way.

Once an invoice is created, it remains unchanged regardless of any modifications made to the budget. If you need to reflect changes from the budget on the invoice, you must edit the invoice directly.