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Home Features Invoicing Invoice Creation Invoice Drafts

Draft Editing

Modifying invoice content before finalization.

Draft editing allows users to modify invoice details before the invoice becomes legally binding – adding, removing, or changing line items, adjusting prices and quantities, updating customer information, and adding notes or references. Mass editing of multiple line items is also supported.

Enabling Template Text Copies
Setting Up Invoice Line Item Mass Editing

Editing Invoices
Modifying Invoice Information
Modifying Invoice Text Blocks
Cloning an Invoice

FAQ

How to allow editing a custom field on invoice line items?
How to bypass execution limits when mass editing invoice line items?
Why is the product group missing after editing invoice line items?
How to allow custom processes or flows to modify invoices?