Edit, delete, or duplicate a draft invoice

A draft can still be changed. After you send it, the amounts, dates, and lines lock. See how to fix a mistake on a sent invoice.

Edit a draft

1. Open the draft invoice.
2. On a computer, an Admin sees Edit in the header. Edit invoice is also in Actions.
3. The window is titled Edit Invoice and the invoice number. Change the lines, dates, notes, tax, shipping, or adjustment. The client on the invoice stays the one you chose when you created it.
4. Click Save Changes.

Delete a draft

1. Open the draft. Open Actions, then Delete invoice.
2. Only an Admin can delete it. Anyone else sees Delete invoice turned off, with the note Only an Admin can do this.
3. The window is titled Delete Invoice. It says the invoice is removed, time and items on it go back to unbilled and are not deleted, and the invoice number will not be reused. To keep numbering sequential, consider editing instead of deleting.
4. Click Delete, or Cancel to keep the draft.

An Admin can restore that invoice from Settings, then Data, Recently Deleted, for 30 days. See how to restore something you deleted.

Duplicate a draft

1. Open the invoice. Open Actions, then Duplicate.
2. If the invoice has billed items or tracked time, a window says: Duplicating will also create new records for any billed items or tracked time on this invoice, carrying over their details. Click Duplicate to continue, or Cancel to stop.
3. Track and Invoice opens a new draft. It copies the subject, notes, internal notes, PO number, tax rate, shipping, adjustment, and layout, plus the lines. Linked time and items become new records, dated to the new invoice's date. Receipts are not copied. The original invoice stays as it was.

An Admin can duplicate an invoice in any status. A User can duplicate a draft they created.