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Edit Booking Invoices
Edit Booking Invoices
Kate G avatar
Written by Kate G
Updated over 4 months ago

You can easily edit an invoice for a booking. First, locate your booking (see our article on Find and View Bookings if you need help).

Click on the booking, this will open up a new window on the right with the booking information.

Click the Invoices tab in the booking window. Under the tab, you will see invoice information. If you have created multiple invoices for a booking, you will see them all listed. Find the correct invoice and click the three dots in the top right. Select Edit in the dropdown.

The Edit Invoice window will open. Update any of the desired fields in the Invoice Settings tab. You can change the columns displayed and the order those columns display in with the Columns and Order tabs.

If you want to create a new invoice with your edits, toggle the Save a new version option on the Invoice Settings page.

This will create a new invoice under the booking. The invoice will have its own ID number and display under the Invoices tab in the Other Invoices section.

To save over the existing invoice and keep the same ID number, simply click Save Invoice.

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