How do I change a quote or invoice I’ve sent?
Open it, choose Edit, change it and save, then send it again. An accepted quote can’t be changed: revise it instead.
Step 1: Open the quote or invoice and tap Edit quote (or Edit invoice).
Step 2: Change what you need and tap Save changes.
Step 3: Send it again, so your client has the new one.
Step 1: Open the quote or invoice and choose Edit.
Step 2: Change what you need and choose Save changes.
Step 3: Send it again, so your client has the new one.
An accepted quote
It’s what your client agreed to, so it can’t be changed. Open it and choose Revise: a new quote opens, with a new number, for you to change and send. Your client accepts the new one.
A paid or void invoice
A paid invoice is the record of a payment: give a refund or credit note instead. A void one can’t be changed either.
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