You can update any invoice at any time—even after it has been Sent. We recommend making adjustments before the client sees it to avoid surprises, but nothing in the portal blocks post-send edits (if you do change a sent invoice, remember to re-send an updated notice; see Sending Invoices and Quotes).

Open the invoice

  • Go to Billing › Invoices (or the Invoices tab of a client's profile), find the invoice, and click Edit.


Key fields you may adjust

  • Invoice # – change the newest invoice number to reset the auto-numbering sequence.

  • Date / Terms / Due Date – changing Date or Terms recalculates the due date; choose Custom to type a specific date.

  • Auto-Pay – toggle Yes/No when you keep cards on file with an Integrated gateway (see Processing Gateways & Setup). For site-wide rules see How can I automatically charge an invoice?

  • Tip – editing the total tip immediately redistributes it across visits; click the Tip $ icon to fine-tune with the Tip Distribution Tool.

  • Status – switch between Unsent, Quote, Sent, or Paid. Clients can only view invoices that are Sent or Paid.


Line items

  • Visit items (calendar icon) are tied to actual visits. Edit the visit; the invoice updates automatically.

  • Custom items (pencil icon) are free-text charges—edit in place, delete, or drag to reorder.


Bill To / Email

Pulled from the client's Profile at creation; edits here affect this invoice only.


Notes

  • Notes to Client print at the bottom of the invoice.

  • Notes to Manager are internal.

  • To add a footer on every invoice use Billing › Billing Options › Invoice Footer.


Deposits

If a Deposit field is present, that amount is always due immediately (Invoice Date); the remaining balance is due on the Due Date. Setting Terms or Due Date only affects the balance—never the deposit requirement.


Click Save when finished. Totals, balances, and any linked visits update instantly.

Merging one client’s invoices

  1. Open the client profile › Invoices tab.

  2. Check the invoice you want to merge from (this one will be cleared).

  3. Click Merge, choose the invoice to merge to, and confirm. Only open invoices can be merged to.


The source invoice is retained for history, reset to $0, marked Unsent, and a note is added noting the merge.

Need to send or re-send invoices? See Sending Invoices and Quotes.