Mobile App - iPhone and Android
Open the invoice list and tap the invoice you want to edit
Tap the client's name
Change the details in the new window
Tap Save
Then choose one option:
No: the change applies to this invoice only
Yes: the change is also saved in the Clients section
Mobile App - iPad
Change the client's details first in the Client list
Open the document and remove the client by tapping the X
Add the client again and select them from the list
Save the document
Website
Open the Client list and edit the client's details: name, address, email
Open the invoice and temporarily select any other client
Save the invoice
Open the invoice again and select the correct client
Save again
Note:On the website, client details are only updated after you select the client again. The invoice will then show the new information.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.