Editing an Invoice

Invoice Settings

The invoice settings allow you to customize the options that are available to your customer when you send the invoice.

Click on the button next to the setting option to turn it on or off.

Show Invoice – this displays Invoice tab on the invoice

Show Contract – this displays the Contract tab on the invoice

Show Payments – this displays any active payments on the Invoice tab

QuickBooks Sync – if you have connected your account with QuickBooks, this option will display. Turning this on will sync the invoice to your connected QuickBooks Online account.

Editing a Proposal Template

To edit the proposal template

  1. In the Invoice Home, click Make Changes to the proposal

ℹ️ Note: if the proposal has been accepted by the client, click Change Proposal in the navigation bar to enable editing on the proposal.

Editing the proposal template options is the same as the proposal template editor with two exceptions, adding a Discount and adding a Fee.

Adding a Fee or Discount to the Proposal

To add a Fee or a Discount to the proposal, click the Add button (icon shown above) and under Proposal Options click Add a Discount or Add a Fee to add a discount or fee to the proposal.

Learn more about how to change and edit the Proposal Template options.

Package and Add-On Quick Edit

To quickly edit an added package or add-on, click or hover over the added option and click the edit button on the package or add-on item.

Editing a Line-Item Proposal or Invoice

To edit the line-item proposal

  1. In the Invoice Home, click Make Changes to the proposal

ℹ️ Note: if the proposal has been accepted by the client, click Change Proposal in the navigation bar to enable editing of the proposal.

To edit the invoice

  1. In the Invoice Home, click Make Changes to the invoice

Adding an Item

To add an item to the proposal or invoice

  1. Click the Add button and choose what type of option you would like to add

a. For adding a Package or Add-On choose the item you would like to add. To add an item, click the Add button to add the item.

b. For adding a Fee or Discount, fill out the required fields and click Save to add the fee.

c. For adding a Header, give the header a title or leave the title blank to add extra white space. Click Save to add the header.

Editing an Item

To edit an item added to the proposal or invoice

  1. Click the Edit button of the item you would like to change.

  2. Make any changes needed and press Save or Remove to remove the item from the proposal or invoice.

ℹ️ Note: if you are editing a package, you can add or remove any Add-Ons or Fees that are included with the Package.

Package Price

If the price is removed from the package, then any included add-ons will be priced individually. Conversely, if the price is added on the package, then all of the add-ons will be included with the package price.

Package & Add-On Inventory (invoice only)

When a package or add-on is included on the invoice, the inventory which has been added to the add-on or package template will be included with the invoice.

Reordering Items

To reorder items on the invoice, click or tap the item on the left-hand panel and drag it up or down in the list.

Invoice & Proposal Settings

To change the invoice or proposal settings, click the Settings tab on the editor.

Show Event Info – show or hide the event information on the invoice or proposal

Show Business Info – show or hide your business information on the invoice or proposal

Description (staff only) – add additional information that only you and your staff will see

Proposal Notes – add additional notes on the invoice or proposal

Download Options (Invoice Only)

You can download the full invoice by clicking Download, then Download Invoice

You can download the invoice detail report by clicking Download, then Download Detail Report

Detail Report

The invoice detail report is a special version of the invoice that is meant for your employees. It is the invoice without client specific information, like the client email and phone number and it also includes the inventory.

ℹ️ Note: (Employee Scheduling Add-On Only): the invoice detail report is included on the employee scheduling request automatically.

See Getting Started with Employee Scheduling for more details.

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