How to Edit Invoices Using Sole Invoice

Editing Invoices in Sole Invoice

Sole Invoice allows for easy editing of draft invoices so you can make changes before finalising and sending them to your clients.

How to Edit an Invoice Using Sole Invoice

Before editing the invoice ensure it is in the "draft" status. In the payment information section of the invoice page, or in the invoice list the status should be displayed as "Draft".

To begin editing the invoice click the "Edit Invoice" button located at the top right of the invoice details page. Make any changes you need and then when complete click "Update Invoice" to save your changes.

Updating Invoice with Work Items or Costs

When an invoice is in draft status by default any changes to work items or costs associated with the invoice will not be automatically reflected. This is to prevent accidental changes to invoices that are being prepared for sending to clients.

In order to update the invoice with the latest work items or costs, after making any changes to the work items or costs, edit the invoice using the "Edit Invoice" button and then click the "Update Invoice" button without making any other changes (unless required). When an invoice is opened in edit mode it will refresh the work items and costs associated with the invoice to ensure it is up to date.

Publishing the Updated Invoice

Once the invoice has been edited and is ready to be finalised, you can publish the invoice by clicking the "Publish Invoice" button on the invoice details page. Once published the invoice can be downloaded and sent to your client.