Edit Invoice

Main Fields

• Customer information (name, address, email)
• Invoice number
• Issue date
• Due date
• Payment terms
• Notes/special mentions

Items and Services

• Add items with description
• Set quantities
• Specify unit prices
• Apply VAT if necessary
• Calculate subtotals and totals

Custom Items (No Product Required)

You can add line items without selecting a product from your catalog:

1. Click “Add Line” to create a new row
2. Select “Custom item (no product)” from the product dropdown
3. Fill in the required fields:
   • Description: What you’re billing for
   • Quantity: Number of units
   • Unit Price: Price per unit (excluding tax)
   • Tax Category: Select the applicable VAT rate
4. The totals calculate automatically

This is useful for one-time services, special charges, or items not in your product catalog.

Available Options

• Preview changes in PDF
• Save as draft
• Finalize invoice
• Duplicate invoice
• Delete invoice

Editing Tips

1. Verify customer information
2. Ensure all items are correctly listed
3. Check calculations and totals
4. Add notes if necessary
5. Preview before finalizing

To save your changes, click “Save”. To cancel, use the “Back” button.