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Overview

Once an invoice has been sent, it cannot be modified directly. If you need to change the name or any other details on a sent invoice, you’ll need to void the existing invoice and create a new one from scratch.

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Step-by-Step Process

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Step 1: Void the Existing Invoice

  1. Navigate to Financials in the sidebar
  2. Go to the Transactions section
  3. Find the sent invoice you need to modify Find invoice location
  4. Select the box next to the invoice
  5. Click the “Mark As” dropdown button
  6. Select “Void” from the options
  7. Confirm the void action void

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Step 2: Build Invoice Form and Apply to Policy

  1. Navigate to your Company in the sidebar (click on your company name)
  2. In the company settings, click on the “Forms” tab
  3. Click “Create New Form” to build a new invoice form new form
  4. In the form editor, click “Insert Smart Tag” button
  5. Add the Billing Details smart tag with the correct name
  6. Save the form as an “Invoice” type form billing detail
  7. Navigate to Policies in the sidebar
  8. Find and open the policy associated with the original invoice
  9. Click “Endorse Policy” endorsed policy
  10. Skip through the endorsement steps
  11. Select the newly created invoice form when prompted
  12. Complete the endorsement process select invoice form

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Step 3: Export the New Invoice

After completing the endorsement process, the new invoice will be automatically generated. You can then export it for your records or to send it to the client.
  1. Navigate to Financials → Transactions
  2. In the Transactions table, find the newly generated invoice
  3. Select the invoice by checking its checkbox
  4. Click the “Export” button export
  5. An “Export” modal will appear, asking “What would you like to export?”
    • Select “1 selected items” (this option will be pre-selected if you checked only one invoice)
    • You can also choose “All items” if you wish to export more
  6. Click the purple “Finish Export” button to download the invoice finish export