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.

Bulk Editing Invoice Line Items

Currently, it is not possible to bulk edit the services or parts listed across multiple invoice line items.

If you would like to update the line items of an invoice, you will have to update them individually. For more information on how to edit invoices, please see the Edit an Invoice page.

Lock and Unlock Multiple Invoices

With MobiWork, you will be able to lock and unlock multiple invoices. The ability to lock and unlock multiple invoices helps maintain financial accuracy and control during billing and reconciliation. For example, once invoices have been reviewed, approved, or sent to a customer, locking them prevents accidental changes such as adding parts, services, or price adjustments. If a correction is needed, authorized users can unlock the invoice to make updates, then relock it to preserve data integrity.

Bulk locking and unlocking from the Invoice List page saves time and ensures consistent invoice management across large invoice volumes. On the Invoice List page, select the invoices that you would like to lock or unlock.

Then, from the More Actions drop-down choose the "Lock Selected Invoices" option to lock the chosen invoices; or, select the "Unlock Select Invoices" to unlock the desired invoices:

A confirmation pop-up window will appear, prompting you to confirm that you would like to lock or unlock the selected invoices.

Getting in Touch With Us

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