Edit an invoice on mobile
This article explains how to edit an existing invoice using the FreeAgent mobile app.
HMRC guidance states that if you have sent an invoice to your customer and need to make any changes, you should create a credit note for the incorrect invoice, and then send a new invoice to your customer with the correct details. In FreeAgent, you can then match the credit note against the original invoice.
If your business is registered for VAT and you edit an invoice that already appeared on a VAT return that you’ve either filed or marked as filed, FreeAgent won’t apply any changes to the locked return. Instead, if the change results in a material change to the VAT calculated, any VAT corrections will be deferred to your next open VAT return.
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.
Any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent.
Navigate to the invoice
Tap the ‘☰’ (mobile app navigation menu) button and select 'Invoices'.
Next, select the invoice that you want to edit from the list.
Edit the invoice
Before you can edit an invoice, the invoice must be in draft status.
If the invoice has been marked as paid, you’ll need to remove the explanation of the bank transaction allocated to the invoice before following the steps below. You’ll need level 6 access or above to FreeAgent in order to remove the bank transaction explanation.
To mark an invoice back to draft, tap the three dots in the top-right corner.
Select ‘Mark as draft’.
Editing invoice details
To edit any of the invoice details, such as the contact, project, invoice reference, invoice date, payment terms, additional text or email options, tap ‘Edit invoice’. Please note that this will only be visible on iOS devices. To edit the invoice details on an Android device, tap the relevant field that you would like to edit on the main invoice screen.
Make any changes to the invoice details and tap ‘Save’.
Editing line items on an invoice
To edit a line item, select the relevant item from the ‘Invoice items’ section.
Make any changes as required and tap ‘Save’.
Once you’ve made the relevant changes, tap the three dots in the top-right corner.
Select ‘Mark as sent’ to complete the process and activate the updated invoice.
Send the invoice
If you would like to send the updated invoice to your customer, select ‘Send in an email’ at the bottom of the screen.
Preview the email and tap ‘Send’ in the top-right corner to complete the process.