You can make edits to individual draft invoices and change the status of invoices in different stages of the invoice workflow. Invoice edits can be made directly on the invoice, while status changes can be managed from the invoice workflow.
Editing a draft invoice covers two kinds of changes:
Invoice details: line items, usage, billing and payment terms, payment collection settings, and customer billing details.
Invoice content: the memo, footer, header fields, and ACH payment instructions. By default, these come from the customer’s or global invoice template, and you can overwrite them on a single invoice.
Edit invoice details on one invoice
Invoice details are the billing information on a draft invoice: what is being charged, when it is due, and how it is paid. To change the memo, footer, header fields, or ACH instructions, see the section on changing invoice content on one invoice.
To edit invoice details:
Open the invoice and click the three dots to the top right.
Select Edit invoice.
Make your edits. Line item edits include the following:
Delete a line item by clicking the pencil icon next to the item and selecting Delete.
Edit line item details, including adding/editing usage, by clicking the pencil icon next to the item.
Click the eye icon to hide or show line items with a zero fee amount.
Click + in the items section to add a new line item.
Click Apply changes.
Note: To protect against fraud, satisfy legal and tax compliance requirements (particularly in the EU and UK), and ensure a reliable audit trail, once an invoice has been issued, it cannot be edited.
To make changes to an issued invoice, use the void and reissue workflow.
Change the memo, footer, header, or ACH instructions on one invoice
By default, a draft invoice uses the customer’s invoice template, or the global invoice template if the customer does not have one. You can replace these details on a single draft invoice without changing either template.
Change the memo, footer, or header fields on one invoice
Open the draft invoice and click the three dots in the top right.
Select Edit invoice.
Under Additional options, turn on Overwrite on this invoice.
Update the memo, footer, or header fields. Any field left empty uses the template value.
Click Apply changes.
To go back to the template values, click Revert to [template name], then click Apply changes.
Change the ACH payment instructions on one invoice
ACH instructions can only be changed on draft invoices, and they are not shown on invoices collected through Stripe. To change ACH instructions on a single draft invoice:
Open the draft invoice and click the three dots in the top right.
Select Edit invoice.
Under ACH payment instructions, turn on Overwrite on this invoice.
Update the Bank name, Account name, Routing number, Account number, or Address.
Click Apply changes.
To go back to the template values, click Revert to [template name], then click Apply changes.
Note: Leaving all ACH fields empty on an invoice uses the template’s ACH instructions. It does not remove them. To hide ACH instructions for a customer, use the customer’s invoice template.
How editing invoice details affects future invoices
Edits made to an individual invoice apply to that invoice only. They do not affect other draft invoices or future invoices.
To change future invoices, choose the option that matches what you need to change:
What the customer is billed (products, pricing, quantities, or contract dates): Amend the subscription.
How invoices are approved, issued, or paid: Edit the invoice settings for the subscription.
What appears on a customer’s invoices (memo, footer, header fields, or ACH instructions): Edit the customer’s invoice template.