Note: The ability to restrict editing of finalized invoices is currently in Beta and is being rolled out gradually.
If your account does not have this feature yet, you can still edit finalized invoices without additional permissions.
Editing Draft Invoices
When an invoice is in draft state, you can:
Edit items directly by clicking them.
Change billing details:
Bill To (client company or invoice recipient information)
Bill From (your subsidiary issuing the invoice)
Pay To (your subsidiary’s bank account) information by clicking Edit Info.
Add, rearrange, or delete line items.
Apply discounts or tax.
Change document templates and custom fields.
After any change, click Save Changes.
Editing Finalized Invoices
Finalized invoices are locked by default.
If you have the Edit finalized invoice permission, you can unlock them by choosing Edit from the three-dots menu.
Edits to finalized invoices work the same as with drafts.
After saving changes, the invoice returns to its locked finalized state.
You cannot change the Subsidiary once finalized (the dropdown is disabled).
Without the Edit finalized invoice permission, you cannot unlock, edit, or delete a finalized invoice.
Impact on Budget
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.
Changes in Budget Affecting the Invoice
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.