Skip to main content

✏️ How to Edit and Update Invoice Details

This article shows you how to correct invoice details, so your records stay accurate.

Laura avatar
Written by Laura
Updated over a month ago

Overview

​Sometimes you may need to correct a custumer email, fix a value, or adjust how charges appear. In this guide, you’ll learn how to edit invoice content and modify its settings.


Step 1: Open the Billing Section


On your dashboard, click “Billing” in the left-hand menu to expand the section. Then select Invoices.​


Step 2: Find and Select the Invoice


Browse or search the list, then click the invoice you want to update.


Step 3: Choose What You Want to Edit


Once inside the invoice, you have two ways to make changes.

Click the dropdown next to the PDF button:

  • Click Edit at the top to update general information, such as the recipient or charges.

  • and choose Invoice Settings to adjust invoice display options like tax rate or invoice type.


👀 This is how the panel looks when you click Edit (left) and when you click Invoice Settings (right).


Step 4: Save Your Changes


After making edits, scroll down and click Update or Save to apply the changes.

Tip: You can only do this while the invoice is in Draft status. After issuing, the invoice can no longer be edited


That’s it—your invoice details are now updated.


🙋‍♀️ Need more help? Click the Messenger icon at the bottom right to contact our Support Team.

Did this answer your question?