Want to duplicate an invoice you’ve already created? Do you have an overdue invoice that you need to edit or do you have an invoice that was sent but now you no longer have a need for it and want to delete it? No problem!
This article will provide you with a detailed step-by-step guide on how you can duplicate, edit, or delete invoices.
Head over to your “Invoices” tab on the navigation menu where you can find a full list of all of your invoices and find the invoice that you’re looking for.
Note: you will only be able to make updates to an invoice that is in a draft, sent, scheduled, or payment overdue status. Once an Invoice has been paid or marked as paid, you will not be able to make any updates to it. You also won’t be able to duplicate any deposit or payment schedule invoices.
You can also search for an invoice within a specific project. Head to the “Projects” page and select your specific project. Click on the invoices tab under your project title and look for the invoice you want to edit. Click on the three dots next to the invoice you are looking for.
If you are deleting your invoice, you will be asked to confirm this action before it is fully deleted. This action cannot be reversed once it's been completed.
If you are a Wethos Pro member you will also be able to schedule invoices to be sent at a later date as well as send your clients reminders about your invoice.
Still have questions? We're happy to help!
Contact us at [email protected].