Updated Jul 17, 2023
How to make changes or delete an invoice or package template.
After you make sure the edits, preview the invoice before sending it to the client.
Edit or remove an invoice
🚨 Only unpaid invoices can be deleted. If there are any payments made, you must close the invoice instead.
You don't have to send a new copy if edits are made to the invoice. Each invoice has a unique URL that automatically updates any changes.
Go to Projects and select the project with the invoice.
Click the Invoices tab.
If you don’t see your invoice, click on Invoice List to see all invoices.
Select the dropdown arrow.
Edit or remove a package
🚨 Editing a package template won’t update for clients currently on an active payment plan or recurring invoice using that package template. You must manually update their invoices in Projects >> Invoices.
Go to Templates >> Packages.
Choose the package you want to edit.
Click the gear icon.
Click the dropdown arrow.