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A draft is fully editable. Once an invoice is sent, it becomes a record you correct rather than rewrite.

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The rule

Trying to save an edit on a non-draft is refused with “Only a draft invoice can be edited. Void this one and raise a new invoice to change it.”

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How to edit a draft

1

Open the invoice

Click its row in the Invoices list.
2

Click Edit

The Edit button appears only on a draft, and only if you hold invoice.manage.
3

Change what you need

The builder reopens as Edit invoice, prefilled from the draft. Every selected entry and expense is already ticked.
4

Save changes

Click Save changes to stay in draft, or Save & send to save and send in one step.
You see “Changes saved.” or “Invoice sent.” and land back on the invoice document.

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What you can change

Everything the builder offers:

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What stays fixed

Your bill from block does not refresh when you edit a draft. It was captured at creation. To change it, update it in settings and raise a new invoice. See /invoicing/invoice-sender-details.

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What editing does behind the scenes

1

The current lines are released

Every time entry on the draft goes back to locked and every expense back to approved, so they are free to select again.
2

The lines are rebuilt

Your new selection is invoiced through exactly the same checks as a fresh create.
3

Totals are recalculated

Subtotal, discount, tax and total are computed on the server from the new lines.
4

The invoice is updated in place

Same invoice, same number, new contents.
The whole edit is one operation. If any part fails – a stale selection, a missing exchange rate – nothing is applied and the draft is left exactly as it was.

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Entries already on this draft stay selectable

The time picker in edit mode still shows the entries this draft is already using, pre-ticked, even though they are marked invoiced. Untick one and it is released; leave it ticked and it stays.

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Example

Daniel saved a Bluebird Coffee draft, then Priya spotted that Jonas’s 18 March entry belongs to the Monthly Retainer, not the Website Redesign.
1

Open the draft

Invoices → the draft row.
2

Click Edit

The builder reopens with everything ticked.
3

Untick Jonas's group

His 8 hours are released back to locked.
4

Save changes

The subtotal drops from 1,960to1,960 to 1,000, and the total recalculates. The invoice number does not change.
Jonas’s 8 hours now appear again in the picker for a retainer invoice.

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What to do when an invoice is already sent

Voiding is the only route that releases the time for re-billing.

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Permissions

Editing is a Pro write surface. On Free the invoice stays readable but the editor shows an upgrade prompt. See /concepts/plans-and-features.

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Common questions

Yes. Re-saving with the number it already has is never treated as a clash. Blank it out to fall back to the automatic number.
Only while the invoice has no lines. Remove every line first, or start again.
Only if you change the payment terms, which recalculates the due date. Otherwise it keeps what you set.
No. Sent is not reversible. Void it and raise a new one.
A draft is not visible in the client portal, so edits before sending are private. After sending, the client sees the invoice as it stands.
Only if you change it yourself. Otherwise it keeps its original issue date.

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Troubleshooting

Create an invoice

Every field explained.

Invoice statuses

Why draft is special.

Void an invoice

Correcting a sent invoice.

Record a payment

Credit notes and write-offs.

Invoice numbering

Why the number never changes.

Invoice sender details

Why the sender block does not refresh.