How to edit an invoice using the FreeAgent mobile app

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

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

Tap the three-lined 'hamburger' icon at the top-left of the FreeAgent mobile app and select '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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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.

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Make any changes to the invoice details and tap ‘Save’.

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Editing line items on an invoice

To edit a line item, select the relevant item from the ‘Invoice items’ section.

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Make any changes as required and tap ‘Save’.

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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 in an email’ 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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