To edit the invoices,


  • Go to the Invoicing Tab and in the list view, find the invoice you need to edit. Then click on the specific invoice to edit,

  • On the Invoice Details page, look for the drop-down menu and select Edit Invoice.

From the Invoice edit page, you see the following sub tabs


Invoice Details:

  • You can associate the invoice with a different project related to the same account.
  • Include timesheets related to the selected project for billing.
  • You can also add more time details for an already selected project.
  • Make adjustments to the billable hours if there are changes.
  • Update the invoice amount, including changes to taxes or surcharges as required.


Materials:

  • If your project involves material usage, you can add details of materials consumed.
    • e.g: If you’re in a construction company, you can list materials like tiles, pipes, switches, etc., and bill them accordingly.


Time Details:

  • This tab displays the list of timesheets included in the invoice, allowing you to review the time entries that are being billed.

  • You can remove time details using the Remove button. If needed, you can re-add the time details using the Reset button.

  • Similarly, in the Invoice Details tab, you can remove a line item using the Remove option. If required, you can reset the line item by clicking the Reset icon located at the end of the respective row.


Here’s a summary of the edits you can make to the invoice:

  • Total Billable Hours:

    • This field displays the sum of all hours from the selected time details included for billing.
    • You can add or remove hours in this field based on the actual hours worked and billed to the customer.

  • Total Bill Amount:

    • This field calculates the total based on the Project Hourly Rate or User Hourly Rate multiplied by the total hours worked from the time details.
    • You can edit the rates or the total hours to adjust the billable amount.


Recalculate


  • If you make any changes to the invoice amount, the tax and surcharges are automatically recalculated based on the updated amount.
  • For example: If the total bill amount is 4000 and you change it to 5000, the tax and surcharge amounts will be recalculated, and the total invoice amount will be updated accordingly. You can review these changes and click the Save button to save them in the invoice.
  • You can update the Tax or Surcharge percentage, and the tax amount will be calculated automatically. Similarly, if you modify the Tax or Surcharge amount, the corresponding percentage will be recalculated automatically. 
  • If you click the Recalculate button, any changes made to the amount (as in the example) will reset the invoice amount back to 4000, and the tax and surcharges will be recalculated based on this amount.