Edit an invoice
Updated this week

Editing an invoice may be necessary to update the customers' billing details or include new items there.
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Administrators can edit invoices with different statuses:

  • Draft invoices

  • Active invoices

  • Issued invoices (only certain information can be updated)

Edit draft invoices

To edit a draft invoice, follow the steps below:


1. Navigate to the Locations > Community page and select a user/company.

2. Go to Invoices and select the draft invoice you need to edit.

3. Press on the invoice item you want to edit and update its name, price, tax, or quantity. Press Delete if you need to delete it.

4. Press Create item to add a new invoice item.

Edit active invoices

To edit an active invoice, follow the steps below:

1. Navigate to the Community page and select a user/company.

2. Go to Invoices and select the active invoice you need to edit.

3. Press Create item to add a new invoice item.

4. To edit the existing invoice items in active invoices, edit the user's subscription.

All the changes to the subscription will apply to all the subsequent invoices, including an active one, immediately.

Edit issued invoices

For issued invoices, administrators can only edit certain information:

  • Location's billing details

  • User/company's name and billing details

  • Bank account information

Edit the location's billing details

  1. Navigate to Locations > Settings page by pressing the "Settings" icon next to the location's name > General > "Billing" section to edit your location billing details appearing on the invoice's top left corner.

  2. Type new information in the "Billing Details" field. The changes made will be auto-saved.

  3. Find your customer's invoice in the app and resend it. Resend an invoice

  4. Once the customer opens the new invoice from the email or the Locations > Membership > Invoices page, they will see updated details on the invoice.

Edit user/company's name and billing details

1. Add or update the user/company's billing details displayed near their name on the invoice.
2. Ask the user to change their name in their account if necessary. How users manage their account

3. Navigate to Community > select the company > press Edit and update the company's name.

Edit bank account information

  1. Navigate to Locations > Settings page by pressing the "Settings" icon next to the location's name > General > "Billing" section, and in the "Bank Account" field, edit your company's bank account information appearing on the invoice footer. The changes made will be auto-saved.

  2. Find your customer's invoice in the app and resend it. Resend an invoice

  3. Once the customer opens the new invoice from the email or the Locations > Membership > Invoices page, they will see updated details on the invoice.

Editing other information is not allowed for issued invoices. If there is a mistake in an issued unpaid invoice, you can void it and issue a one-off invoice instead with the correct information in it.

FAQ

How can I change the date format in the invoice?

The format of the invoice depends on the language you choose in the app. If the language selected is "English", the date format of the invoice will be: month/day/year (e.g., "1/15/2024"). If the language selected is "English (UK)", the date format of the invoice will be: day/month/year (e.g., "15/01/2024"). In case you have an issued invoice but the date format should be different, you can change the app language and resend the invoice.

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