Next, select 'Money in' at the bottom of the screen.
Then tap ‘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.
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 invoice £[x]’ at the bottom of the screen.
Preview the email and tap ‘Send’ in the top-right corner to complete the process.
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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