Edit a bill on mobile

This article explains how to use the FreeAgent mobile app to make changes to a bill.

Any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent.

Tap the ‘☰’ (mobile app navigation menu) button and select 'Bills'.

Bills highlighted in the FreeAgent mobile app menu

Select the relevant bill from the list.

Bill highlighted on list of bills on bills screen.

To search for bills for a certain contact, type their name in the ‘Search bills’ box.

Example company name input in search bar.

Once you’ve selected the bill, you can edit either the bill details or the line items.

Editing the bill details

Tap ‘Edit bill’ to make changes to the bill details such as the contact, reference, bill date, VAT options, comments, project, recurring options or attachment.

'Edit bill' button highlighted on Bill screen.

Once you’ve made the relevant changes, select ‘Save’ to update the bill.

'Save' button highlighted on Edit bill screen.

Editing the bill line items

To make changes to the bill line items, select the relevant line item from the ‘Bill items’ section.

Bill items area highlighted on Bill screen.

Once you’ve made the relevant changes, select ‘Save’ to update the bill line item.

'Save' button highlighted on Bill item screen.

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