How to Edit Invoices and Estimates

Make changes to your invoices and estimates any time.

  1. Go to Invoices > Overview or Estimate > Overview and click into the invoice/estimate you would like to edit.
  2. Click the Edit button.
  3. Make your changes, and Save.

To delete an invoice or estimate:

  1. Go to Invoices > Overview or Estimate > Overview and click into the invoice/estimate you would like to delete.
  2. Under More Actions, select Delete.

Once you delete an invoice, all hours and expenses associated with that invoice will become unlocked and marked as uninvoiced.

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