Send and track

How to edit an invoice after you sent it

If you sent a tracked link, you can change the invoice and the link your client already has shows the new version.

Applies to: Dashboard, invoice generator
Steps: 5
Updated 4 November 2026

What you need

The invoice saved or sent from your account

Steps

Open Dashboard and find the invoice under Invoices.
Open the … menu on its row and choose Edit. The invoice opens in the generator.
Change what you need.
Select Review & Export and then Send and track again. The page says “Updated. The link your client already has now shows this version.”
Tell your client what changed. They do not get a message from the page.

What you should see

“Updated. The link your client already has now shows this version.”

If you already sent a PDF

A PDF someone downloaded or attached to an email does not change. Send the new link, or void the old invoice and issue a new one. See void an invoice.

If the quote was already accepted

Changing the lines, total or currency of an accepted quote sends it back to the client for approval. The client can accept again on the same link. A change to notes, dates or terms keeps it accepted.

Common problems

There is no Edit in the menu.
The invoice is void. Duplicate it and edit the copy.
I cannot find the invoice to edit.
Only documents you saved or sent while signed in are on your dashboard. A PDF you downloaded while signed out has no saved copy.