Update an invoice
Adjust invoice amount, due date, status and notes while keeping payment and schedule reconciliation clear.
Invoicing, Payments, Progress Claims and Accounting Sync
Update an invoice
Update an invoice when you need to correct billing details, add notes, change due timing or close an invoice with the right status.
Details you can update
The invoice update screen lets you review the linked project and edit the invoice amount, due date, status and notes. Paid amount and balance are shown as read-only figures because they are calculated from payment records and reconciliation.
- Draft
- Use while the invoice is still being prepared.
- Sent
- Use once the invoice has been issued to the customer.
- Paid
- Use when the invoice has been received in full and should be reflected in project payments.
- Void or cancelled
- Use when the invoice should be closed and removed from active payment tracking.
Updating invoice details safely
- Open the invoice from Invoicing.
- Review the project name and current paid amount.
- Update the amount, due date or notes as required.
- Select the correct status.
- Save the invoice and return to the invoicing list to check the result.
Status changes with financial impact
Marking an invoice as paid can create a linked payment record and update project paid totals. Voiding or cancelling an invoice closes it, clears reminder tracking and unlinks related schedule or payment references where needed.