Edit invoice charges, tax and accounting codes

Open an editable invoice and compare its charges with the agreed work.

Add, edit or delete invoice rows

1. In Chargeable Items, enter the row’s Name, Qty and Cost (£) in separate cells.
2. Check the calculated Net for that row.
3. Open the row’s options menu and choose Insert Row Above or Insert Row Below for another row.
4. To remove an unwanted row, open its menu and select Delete Row.
5. Check every remaining row and the subtotal, tax and invoice total. Wait for saving to complete.

For example, enter Telehandler hire – two days with quantity 2 and the agreed daily charge. Scheduled work and timesheets support checking; they do not automatically set the agreed quantity.

Change tax, sales codes or tracking

1. Select the row’s Tax Rate and choose its intended rate.
2. Where accounting options are available, select Sales Code and the tracking choices for the same row.
3. For a column-wide change, select the relevant tax, sales-code or tracking column heading and choose the intended value.
4. Review all affected rows: a column-wide choice overwrites their existing choices.
5. Check saved values and totals. Resolve unavailable-selection warnings before export.

Change invoice dates or branding

1. Select Issue Date or Due Date to open the date picker.
2. Choose the intended document dates and confirm the picker.
3. If the due date was manually changed, Dates unlinked is shown. Select it to restore automatic linking.
4. Check the resulting due date; the invoice week identifies the work and is separate from these dates.
5. Choose Branding Theme when the connected accounting options are available. Check the saved choice.

A September work week may have an October issue date. Sent or locked invoices restrict financial edits.

See importing items, review and sending and accounting recovery.

FAQ

How do I add, edit or delete invoice rows?

Edit Name, Qty and Cost, use the row menu for insertion or deletion, then check saved totals. Scheduled work does not automatically set the agreed quantity. See add, edit or delete invoice rows for the steps.

How do I change tax, sales codes or tracking for one row or all rows?

Use a row selector for one row or a column heading for all rows. Column-wide choices overwrite existing choices; resolve unavailable-reference warnings before export. See change tax, sales codes or tracking for the steps.

How do I change issue date, due date or branding?

Set Issue Date and Due Date separately from the invoice week. Dates unlinked restores automatic date linking; sent invoices restrict financial edits. See change invoice dates or branding for the steps.