Editing Invoices

Overview

This section will go over some commonly asked questions regarding editing invoices.

Table of Contents

Change Invoice Customer

Once a customer has been assigned to an invoice, you will be unable to switch the invoice to a different customer.

In this scenario, you will need to create a new invoice with the correct parameters.

Invoice Adjustments

Instead of having to create a new invoice with the current date to adjust the original invoice, you can create a new invoice from the existing invoice (thus, ensuring you don't have to start from scratch).

You can either:

Delete the old invoice while preparing the new invoice and export it to your accounting connector once finalized.
Or, you can merge the invoices (for the same customer) together with MobiWork's "Combine Selected Invoices" action. For more information on how to merge invoices, please see the Combine Multiple Invoices in One page.

Unable to Add Line Items to an Invoice

If you can no longer add line items to your invoice, it means the invoice is locked. This happens automatically once the invoice is sent to the customer or if the "Customer Invoiced" status is selected.

To unlock your invoice, please refer to the Unlock an Invoice section.

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!