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Invoices and payments

When the estimate changes after invoicing

Updating a draft invoice, and what to do with one that has been sent.

Where
A job → Invoice
Level
Everyday

A draft invoice

If the estimate changes after you made the invoice, the invoice shows a warning with both totals. Click Update from the estimate to copy the estimate’s lines in again. Expenses from receipts and charges you added after the job stay on the invoice.

A sent invoice

A sent invoice is locked, so it stays exactly as the client received it. If it needs changing:

  1. Open the invoice.
  2. Click More, beside PDF.
  3. Click Unlock to change it. The invoice goes back to a draft.
  4. Click Update from the estimate, or change the lines yourself.
  5. Send it again.

It keeps the same number. While it is unlocked it is a draft, so no reminders go out for it.

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