Adjust the items on the document you are working on without accidentally changing your reusable catalog.
Steps
Open the invoice and select its active Proposal or Invoice tile.
Add packages/add-ons or open an existing item to edit its description, quantity, price and applicable settings.
Use the add controls for a fee, discount or Section Title where needed.
Reorder the rows as needed and save your work.
Check the document total and client preview before sending a change.
One invoice versus the catalog
An item changed on this document is different from the reusable package/add-on in Billing & Sales. Make catalog changes separately when you want future documents to use a new default.
After acceptance
A proposal that the client has accepted is a record of that selection. Review the active invoice and the supported edit/reopen controls rather than assuming an edit changes the original accepted record or signed agreement.