Knowledge Base Getting Started Frequently Asked Questions

How to edit an invoice using the FreeAgent mobile app

This article explains how to edit an existing invoice using the FreeAgent mobile app.

Please note that any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent.

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.

Navigate to the invoice

Open the FreeAgent mobile app on your iOS or Android device and log in using your FreeAgent login details if prompted. If you’ve accessed the app recently, you may be logged in automatically.

Next, select 'Money in' at the bottom of the screen.

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Then tap ‘Invoices’.

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Next, select the invoice that you want to edit from the list.

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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.

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Select ‘Mark as draft’.

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Make any changes as required.

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Once you’ve made the relevant changes, tap the three dots in the top-right corner.

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Select ‘Mark as sent’ to complete the process and activate the updated invoice.

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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.

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Preview the email and tap ‘Send’ in the top-right corner to complete the process.

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