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Editing projects with invoices

In This Article

Adding line items

  1. Open the project details.
  2. Go to the Items tab.
  3. Click Add Items.
  4. Select an existing item from your library or create a new item.
  5. Continue this process until all new items have been added.
  6. Click Update Project.

This change increases the total project amount. If your customer has a link to view the project, they will be able to see the changes right away.

If you have already generated invoices, this increases the amount left to invoice. When you click Create Invoice, the newly added items should appear in the itemized list so you can bill for them.

Editing or removing line items

Edit items in your project.

  1. Open the project details.
  2. Go to the Items tab.
  3. Click Edit.
  4. Make the necessary changes. If this was an item added from your library, the changes you make are only applied to this project. It will only update the item in your library if you check the box to save the changes in your Item Library.
  5. Click Save.
  6. Click Update Project. You cannot edit items that have already been invoiced. If you are attempting to lower the price or reduce the quantity, this button is greyed out. You can, however, increase the price or quantity because the added cost can be added to a new invoice.

Remove items in your project.

  1. Open the project details.
  2. Go to the Items tab.
  3. Click the delete button.
  4. Click to confirm the delete. 
  5. When done deleting all unwanted items, click Update Project. You cannot remove an item after it has been invoiced. If an item you are trying to remove has been invoiced, the button is greyed out.   

How changes affect down payment allocations

Once the down payment is collected, the software applies a percentage based down payment credit on each item on the invoice. The percentage mirrors the down payment percentage of the overall project. A down payment that is 30% of the project total means that a 30% credit is applied to each line item. 

Adding line items or editing line items to increase the base cost and/or quantity increases the overall project total. The software will continue applying the same percentage rate to each line item until the full amount of the down payment has been applied. Any remaining line items after that will not have a down payment credit applied.  

Removing line items decreases the overall project total. If this, so the dollar amount of the down payment already collected becomes a greater percentage of the overall total. The software will use the new larger percentage rate to calculate the credit amount for each line item.

As a reminder, you cannot edit or delete invoices once they have been issued. You would need to cancel the invoice and create a new one. If a payment has already been received, the invoice cannot be cancelled.