Edit a draft invoice

Only Draft invoices can be edited. Change lines, grouping, discount, tax, and details — and how re-running the entry selection rebuilds the lines.

A Draft is fully editable — adjust lines, grouping, discount, tax, and details until it's ready to send. Once an invoice is Sent or Paid, its content is locked.

Before you start

Role: OwnerAdminManager

Editing an invoice is a manager-tier action, and only Draft invoices can be edited.

Edit a draft

Open the draft

From the invoice list or its detail page, open the Draft and choose Edit (/invoices/[id]/edit).

Make your changes

Change the grouping, add or remove custom lines, adjust the discount or tax, or update details. You can also re-run the entry selection to pull in different time or expenses.

Save

Save your changes. The draft is updated and ready to send.

Re-running the entry selection rebuilds every line. Hoursmith releases the currently linked time entries and expenses, then re-locks the new selection. Any custom lines you'd added are regenerated, so re-check them after a rebuild.

Editing a Sent or Paid invoice

You can't change the content of a Sent or Paid invoice — that's what keeps a delivered invoice trustworthy. To make changes, either:

Cancel and restore it back to a Draft, then edit, or
Duplicate it into a fresh Draft.

See Immutable snapshots for why.

Delete a draft

You can delete a Draft ("Only Draft invoices can be deleted"). Deleting is a soft-delete and releases its time entries and expenses back to billable. A non-Draft invoice can't be deleted — cancel it instead.

Troubleshooting

The Edit button is missing. The invoice isn't a Draft. Cancel and restore it, or duplicate it.
A line I want to keep disappeared. Re-running the entry selection rebuilds lines from scratch; re-add custom lines as needed.

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