Updating an invoice after it has been sent is easy because the invoice is stored in the cloud. This means that the client will always see the latest version of the invoice -- even if you've updated it after sending it to them -- as long as you save the updates.

Finding the invoice in the trip files

To get started, visit the trip's Files tab. From here, you can click on the invoice file itself, or select the three dots at the top right corner of the invoice in question:

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Making changes after opening the invoice

Once opened, you can modify the invoice as needed:

• To add an item, click "Add Item" and select the appropriate item
• To edit an item, click the blue pencil icon to the right of the item
• To add a payment, click "Add Payment" and fill in the necessary details
• To edit a payment, click the pencil icon beside the field you need to edit

Saving the changes

When done, click "Next" at the top right corner

Once clicked you will find the following options:

• To send a copy of the invoice to the client, choose "Save & Review Email"
• To save the updated version of the invoice without sending, choose "Save"