Update client invoice

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General information

To update an invoice, open the one you need, press "Actions" and then "Update":

Update client invoice button.png

It will bring you to the Update invoice page where you can update the details of the invoice.

The possibility of editing depends on the invoice status.

You can edit the invoice if it hasn't been sent or marked as sent yet, and there are no linked payments.

Update invoice page new.png

Custom code

You may enter a custom code for the invoice if necessary.

To do so, enter the required code in the Custom code field and then press "Update" to confirm it:

Custom code for client invoice.png

Note: Custom codes have priority over the system codes.

The system keeps both codes. You may see them in the Invoice details section of the client invoice page:

Client invoice both codes.png

But only the custom code is displayed on the Client invoices list page:

Custom code in clients invoices list.png

and in the invoice PDF file (i.e. the custom code replaces the system code):

Custom code in clients PDF invoices.png

Update issue date

You can modify the issue date of invoices.

Select the necessary date in the Issued at field, and then press "Update" to save changes:

Issue at client invoice.png

Discounts & extra charges

You can add a discount and/or an extra charge to the unsent invoice by pressing "Actions" and then "Discount & Extra charge":

Cl inv discount and extra button.png

It will open the Client invoice Discount & Extra charge page.

Add contact person

If you define a contact person on the client side when updating the invoice:

Client invoice add contact.png

This contact will be displayed on the PDF file of the invoice:

Client contact on invoice.png

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