If you haven’t sent the invoice to your customer and would like to edit it, or you would rather not raise a credit note as described above, then you can follow the steps below to edit the invoice.
1. Find the invoice
Navigate to the ‘Work’ tab at the top of the screen and select ‘Invoicing’ from the drop-down menu.
Select the relevant invoice from the list.
If the invoice has been marked as paid, you will need to remove the payment before you can mark it back to draft and edit it. If the invoice hasn't been marked as paid, you can mark it back to draft and edit it.
2. Remove the payment
Before you can edit an invoice which has been marked as paid, you’ll need to remove the payment from the invoice.
To do this, select the blue payment link at the bottom of the invoice beside the invoice total.
If the invoice was marked as paid by explaining the bank transaction in the ‘Banking’ area, select ‘Remove this Explanation’ in the top-right to remove the payment from the invoice.
If the invoice was marked as paid manually, or the bank transaction was entered manually, select ‘Delete this Entry’ in the top-right instead.
Select ‘OK’ in the pop-up window to complete the process.
3. Mark the invoice back to draft status
Once the payment has been removed from the invoice, you need to mark it back to draft status.
To do this, select ‘Make Draft’ above the invoice template.
You can now make changes to the invoice.
4. Edit the invoice
Select ‘Edit’ in the top-right to make changes to the invoice details such as the contact, project, invoice reference, invoice date, payment terms, additional text, email options, bank details or VAT options.
Once you’ve made the relevant changes, select ‘Save Changes’ at the bottom of the screen to complete the process. For more information on completing invoice details, please see this article.
Please note that a record of the invoice having been updated will appear in your Audit Trail report.
5. Mark the invoice as sent
Once you’ve made the relevant changes to the invoice, select ‘Mark as Sent’ above the invoice template to activate the updated invoice in your account if you don't need to send the updated invoice to your customer.
To send the updated invoice to your customer, select ‘Re-send by Email’.
FreeAgent is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (register no. 799763) for the provision of account information services.
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