How to edit or delete line items on an invoice

This article explains how to edit or delete line items on an invoice that you’ve created in FreeAgent.

You can also edit the invoice details, change the theme or change the bank details displayed at the bottom of the invoice.

For guidance on deleting an invoice, please see this article.

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.

Edit or delete line items

Before you can edit or delete line items on an invoice, the invoice must be in draft status. To mark an invoice back to draft status, select ‘Make Draft’. If the invoice has been marked as paid, you’ll need to remove the payment link first.

Edit line items

When the invoice is in draft status, select ‘Edit’ next to the line item that you want to change.

This will bring up the ‘New Invoice Item’ screen.

Once you’ve made the relevant changes, select ‘Save Changes’ to complete the process.

Delete line items

When the invoice is in draft status, select the grey cross next to the line item that you want to remove from the invoice.

Select ‘OK’ in the pop-up window to complete the process.

Mark the invoice as sent

After making the relevant changes, 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’.

A record of the invoice having been updated will appear in your ‘Audit Trail’ report.