You can only make changes to a generated invoice when no payments have been
entered against the invoice.
Customer Details
Click the […] button in the Customer Details section at the top.
Select the Edit Customer Details option to edit the customer’s details.
Select the Change Customer option to change the customer on the invoice.
Vehicle Details
Click the […] button in the Vehicle Details section at the top.
Select the Edit Vehicle Details option to edit the vehicle details.
Select the Change Vehicle option to change the vehicle on the invoice.
Additional Actions
Edit Internal Job Notes.
Add or Update Vehicle Reminders.
Edit Booking Date/Time.
Edit details in the Scheduler.
Create an Estimate from the Job.
Print Job Card.
Add, edit, or remove postings from the job.
Add, edit, or remove services from the job.
Edit Invoice Note(s).
📝Note: After an invoice has been generated you cannot edit readings (odometer, hubometer or hours)
⚠️ Editing an invoice with a payment applied
Invoices that have payments applied can’t be edited.
In some situations, you may consider removing the payment so the invoice can be edited. Before doing this, it’s important to understand the implications:
Removing the payment will delete the original payment record
If the invoice is synced to Xero, the original payment will also be removed from Xero
Re‑adding the payment will create a new payment entry in Xero
This can impact cashflow reports, payment reconciliation, and audit history
Only use this approach if you understand the impact on your accounting records and reconciliation process.
If you’re unsure, consider leaving the invoice unchanged and creating a credit note or adjustment instead.