invoice template i can edit on a mac or a pc

Please note that a record of the invoice having been updated will appear in your Audit Trail report. You can also edit the line items on the invoice, change the bank account details listed at the bottom or change the invoice theme. For more information on completing invoice details, please see this article. Once you’ve made the relevant changes, select ‘Save Changes’ at the bottom of the screen to complete the process. Select ‘Edit’ in the top-right to make changes to the invoice details such as the contact, project, invoice reference, invoice date, payment terms, additional text, email options, bank details or VAT options. To do this, select ‘Make Draft’ above the invoice template. Once the payment has been removed from the invoice, you need to mark it back to draft status.

Select ‘OK’ in the pop-up window to complete the process.

If the invoice was marked as paid manually, or the bank transaction was entered manually, select ‘Delete this Entry’ in the top-right instead. If the invoice was marked as paid by explaining the bank transaction in the ‘Banking’ area, select ‘Remove this Explanation’ in the top-right to remove the payment from the invoice. To remove the payment, select the blue payment link at the bottom of the invoice beside the invoice total. To edit an invoice which has been marked as paid, you’ll need to remove the payment from the invoice first.īefore you remove any explanations previously explained as ‘Invoice Receipt’, please check that you don’t have invoice reminder emails set up in your account to avoid triggering any messages to your customers. If the invoice hasn't been marked as paid, you can mark it back to draft and edit it. If the invoice has been marked as paid, you will need to remove the payment before you can mark it back to draft and edit it. Select the relevant invoice from the list. Navigate to the ‘Work’ tab at the top of the screen and select ‘Invoicing’ from the drop-down menu. If you haven’t sent the invoice to your customer and would like to edit it, or you would rather not raise a credit note as described above, then you can follow the steps below to edit the invoice. In FreeAgent, you can then match the credit note against the original invoice. HMRC guidance states that if you have sent an invoice to your customer and need to make any changes, you should create a credit note for the incorrect invoice, and then send a new invoice to your customer with the correct details. This article explains how to edit an invoice in FreeAgent.

Invoice template i can edit on a mac or a pc