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Edit an issued invoice

Change items, addresses, and the due date while a balance is owed, and fix a paid invoice.

You can edit an issued invoice while it still has a balance owing. Once it's paid in full, the amount changes only through a credit note, debit note, or refund.

Edit an invoice with a balance owing

  1. Open the invoice and click Edit invoice (✎).

  2. Change the line items, Discount, Shipping, Due date, Notes, PO number, tracking details, or milestones that haven't been issued.

  3. To change the Bill to or Ship to address or its email, click ✎ on the address, edit it, and click Done.

  4. Click Save. You'll see "Invoice updated".

To show your customer the change, click Send reminder on the invoice.

Note: For an invoice from Shopify, change items and prices in Shopify. Streamlined picks up the change and may replace edits made only in Streamlined.

What you can't change

  • The customer. Void the invoice and issue a new one to the right customer.

  • The issue date and invoice number.

  • Payment terms. The invoice already has its due date. For Net 30, set the Due date to 30 days after the issue date. See net terms and due dates.

  • Issued milestones. See milestones.

Change who gets emails for this customer

Emails go to the email on the customer's current billing address, unless you use Enterprise email delivery rules. To change it, go to Customers, open the customer, and choose Profile. Click Edit on the address under Addresses. See who receives emails.

Replace an invoice you can't edit

An issued invoice can't go back to draft. Replace it instead:

  1. Open the invoice, open More actions (⋯), and click Void invoice.

  2. In the same menu, click Duplicate.

  3. Fix the new draft and issue it.

The draft copies everything except the issue date, and gets a new number. Duplicate isn't offered for Shopify orders or milestone invoices, so create a new invoice for those. See void an invoice.

Change a paid invoice

Edit invoice (✎) is hidden once an invoice has no balance left. Record a credit note to lower what's owed, or a debit note to raise it. See credit and debit notes. To give money back, refund the payment.

If the total didn't change the way you expected, see why the total didn't change.

Who can use this feature?

  • Team members with Invoices access

  • Available on all plans

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