Why can't I edit an invoice?

Invoices can be edited only while they're in Draft. Once an invoice has been sent (Unpaid or Overdue) or Paid, its contents are locked. To change a sent invoice, void it from the ... menu, then use Revert to Draft to reopen it for editing before sending it again. The customer and property can never be changed, so if either is wrong, void the invoice and create a new one.

You can still edit linked jobs and technicians on any invoice status. Open the linked-records control near the title, make changes in Related Records, and choose Save links. These changes update report attribution without changing the invoice’s line items or payments.

A locked invoice is still yours to hand out: Print and Download PDF stay in the ... menu on a Paid or partially paid invoice, alongside Duplicate.

An automatic late fee doesn't unlock the invoice either. When your business charges late fees and an invoice goes unpaid long enough, the fee is added as a separate, dated adjustment on top of the sent invoice — its items, discounts, and tax stay exactly as sent, and the fee simply joins the balance due. See Automatic late fees on overdue invoices.

Where to find it: On the open invoice, the ... menu (Void, Print, Download PDF) and the Revert to Draft button

Related guides

• Invoice statuses and what each one means
• Automatic late fees on overdue invoices
• Why can't I save an invoice?
• Why can't I send an invoice?
• Add a line item to an invoice
• Apply a discount to an invoice