Make changes to an invoice or package template in Dubsado, or delete them when they are no longer needed.

Edit an invoice

You can edit an invoice from the invoice detail view. Invoices can be accessed from the Invoicing page, from within a project, or from a contact's record.

Open the invoice using one of these paths:
- Navigate to the Invoicing page and select the invoice.
- Open the project, click the Invoicing tab, then select the invoice.
- Open the contact, click the Invoices tab, then select the invoice.
On the invoice overview, click Edit (pencil icon) to change line items, the invoice number, title, date, notes, or applied discount.
Make your changes, then click Save.

To change the schedule or installments, click Edit (pencil icon) on the payment plan section, make your changes, and click Save. Transaction history is view-only and cannot be edited from the invoice detail view.

The top of the invoice detail view also includes share options (Send, Copy Link, Download as PDF) and a more options menu (...) with additional actions:

Make this Invoice Primary: set this invoice as the project's primary invoice (only shown when the invoice is not already primary)
View invoice: open the public-facing invoice in a new tab
Close invoice / Open invoice: close an unpaid invoice or reopen a closed one
Delete invoice: permanently remove the invoice

You do not need to resend an invoice after making edits. Each invoice has a unique URL that automatically reflects any changes.

Closed invoices cannot be edited. To make changes, open the more options menu (...) and select Open invoice first.

Delete an invoice

If an invoice is no longer needed, you can delete it from the invoice detail view.

Open the invoice using any of the navigation paths above.
Click the more options menu (...) at the top of the invoice detail view.
Select Delete invoice.

The Delete invoice option is hidden on fully paid invoices.

Invoices with transactions cannot be deleted. If the invoice has received any payments, remove or refund the transactions first, then delete the invoice.

Edit a package

Packages are reusable sets of line items that you can apply to invoices and proposals. You can edit a package template at any time from the Invoicing section.

Navigate to Invoicing ➔ Packages.
Select the package from the list to open its details.
Edit the package as needed:
- Click the package name at the top of the detail panel to rename it.
- Click the add item control in the package table to add a new line item.
- Select an existing item in the table to edit it.
- Drag items to reorder them.

Package edits save automatically as you make them. The package detail header also includes a Duplicate option if you want to create a copy of the package as a starting point for a new one.

If the package is used on any proposal templates, your edits will not auto-save. Instead, a Save and update N templates button appears. Click it to save your changes and update every proposal template that uses this package.

Proposals that have already been applied to projects are not affected by updates to package templates. If you'd like your package changes to apply to a project copy of a proposal, make that change manually on the proposal within the project.

Delete a package

Packages can only be deleted from the package detail view.

Navigate to Invoicing ➔ Packages.
Select the package from the list.
Click the delete icon (trash) in the package detail header.
In the Delete Package confirmation dialog, click Delete.

Deleting a package is permanent and cannot be undone.

FAQ

Can I edit a closed invoice?

Closed invoices cannot be edited. To make changes, click the more options menu (...) on the invoice and select Open invoice to reopen it. Once the invoice is open, you can edit it normally.

Can I delete an invoice that has received payments?

No. Invoices with any transaction history cannot be deleted. Remove or refund all transactions first, then the Delete invoice option becomes available.

Why don't I see the Delete or Close options on my invoice?

If the invoice is fully paid, the Delete invoice and Close invoice options are hidden from the more options menu (...). Fully paid invoices do not need to be manually closed or deleted.

Can I edit a fully paid invoice?

You can still edit line items and the payment plan on a fully paid invoice, as long as your changes do not decrease the invoice balance below what has already been paid.

Do I need to resend an invoice after editing it?

No. Each invoice has a unique URL that automatically reflects any changes you make. Your contact will see the updated invoice the next time they open the link.