How to update an invoice

Update an existing invoice so customer, line item, pricing, and payment information stays accurate.

1. Open Invoices

From the main navigation, select Invoices.

Invoices navigation with the invoice area selected
From the main navigation, select Invoices.

2. Choose an invoice

Select the invoice you want to update.

Use the filters button if you need to narrow the list before choosing an invoice.

Invoices list with the invoice to update selected
Select the invoice you want to update.

3. Edit invoice details

Open the invoice and select Edit Invoice .

Update the invoice details, then select Update Invoice to save your changes.

Invoice edit form with the Update Invoice button visible
Update the invoice details, then select Update Invoice to save your changes.

See YourBiz in Action

Explore a working repair shop with sample customers, estimates, invoices, payments, and more.

Explore the Demo
  • No signup required
  • Shared sample data included