> ## Documentation Index
> Fetch the complete documentation index at: https://www.spacebring.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Edit invoices

> Modify draft and upcoming invoices directly to update billing details, invoice items, or discounts, or use a credit note, voiding, and invoice duplication to correct finalized invoices

You may need to edit an invoice to adjust invoice items, amount, billing details, or apply a discount. The available editing options depend on the invoice status:

* Draft and upcoming invoices can be edited directly.
* Finalized invoices (unpaid or paid) must be corrected using credit notes.

## Edit a draft invoice

### Edit invoice items or due date

1. Go to the **Billing >** **Invoices** page.
2. Locate the required draft invoice.
3. To remove an item, click (...) > `Delete` next to it.
4. Manually created custom items can also be edited directly. Click (...) > `Edit` next to it.
5. To add an item, click `Create item`.
   * Select a [one-off product or service from the "Product" list](/service/shop/one-off-services).
   * Or add a "Custom" item.
6. [Manage the "Payment due"](/billing/invoicing/invoice-due-date) date in the right-side panel.

<Frame>
  <img src="https://mintcdn.com/spacebring/61XnPCVy2isw6BAs/images/billing-invoicing-edit-invoices-1.png?fit=max&auto=format&n=61XnPCVy2isw6BAs&q=85&s=9484762838c13e9f629c05603c1094e9" alt="" width="1976" height="904" data-path="images/billing-invoicing-edit-invoices-1.png" />
</Frame>

<Info>
  The invoice date format is standardized for all users and appears as \*\*February 17, 2025.\*\*​
</Info>

### Edit billing details

To update your space's billing details:

1. Tap the (...) next to the location name > **Location** **settings.**
2. Go to **General >** "Billing details" tab to [update your billing details.](/billing)
3. Go to **Billing** > "Invoices" tab to update "Footer".
4. Issue the invoice. It will reflect the updated details.

<Info>
  Updating the tax rate or option doesn't affect existing invoice items. Delete them and create new items.
</Info>

To update a customer's billing details:

1. Go to **Customers** > customer profile.
2. In the right-side panel, locate the "Billing details" section > click `Edit`.
3. [Add or update the customer's billing details.](/customer-management/billing-details)
4. Issue the invoice. It will reflect the updated details.

### Apply a discount

The administrator or customer should apply a discount when creating a [subscription](/billing/discounts/redeem-for-subscription-items), [booking](/billing/discounts/redeem-for-bookings), or another purchase, rather than adding a discount inside the invoice later. This ensures the discount is automatically reflected on the invoice. If needed:

1. [Delete the draft invoice.](/billing/invoicing/delete-an-invoice)
2. Recreate the booking/subscription, and apply a coupon during creation.

If the draft invoice is already created and you can't recreate it:

1. In the customer's profile, add the discount amount to ["Money balance".](/billing/invoicing/money-balance)
2. It will appear as "Applied balance" on the invoice and reduce the amount due.

<Frame>
  <img src="https://mintcdn.com/spacebring/61XnPCVy2isw6BAs/images/billing-invoicing-edit-invoices-2.png?fit=max&auto=format&n=61XnPCVy2isw6BAs&q=85&s=3e9c89786a16d753614403af361c451e" alt="" width="2072" height="940" data-path="images/billing-invoicing-edit-invoices-2.png" />
</Frame>

<Tip>
  You can add a money balance equal to the full invoice amount so the customer immediately receives the invoice as fully paid during issuance.
</Tip>

## Edit a finalized invoice

Once an invoice is issued or paid, it becomes a finalized financial record and cannot be edited directly. To make changes, you can:

* Issue a credit note
* Void the invoice
* Duplicate (if applicable), update, and reissue it.

### Edit invoice items, amount, or apply a discount

1. Open the issued or paid invoice.
2. In the "Credit notes" section, create [a credit note.](/billing/invoicing/credit-notes)
3. Adjust the amount or quantity for specific or all items and specify the reason.
   * For paid invoices, this creates a proper correction record.
   * For unpaid invoices, this changes the amount due.

### Edit billing details

For an unpaid invoice:

1. [Void this invoice.](/billing/invoicing/void-an-invoice)
2. Update [customer](/customer-management/billing-details) or [location](/billing) billing details.
3. [Duplicate](#h_4a9c3d0470) or recreate the invoice and issue it.
4. The new invoice will include updated billing details.

For a paid invoice:

1. Open the invoice.
2. In the "Credit notes" section, create [a credit note](/billing/invoicing/credit-notes) for the full amount.
3. Choose "Customer balance" as a credit option.
4. Update [customer](/customer-management/billing-details) or [location](/billing) billing details.
5. [Duplicate](#h_4a9c3d0470) or recreate the invoice.
6. The system will apply the balance and set the new invoice total to 0 and mark it as paid immediately once issued.
7. The updated billing details will appear on the new invoice.

### Other changes

You may encounter situations such as:

* You marked an invoice as paid by mistake
* You marked the invoice as fully paid while it's partially paid
* You marked an invoice as refunded by mistake
* You need to void a paid invoice
* Customer paid with the wrong card and wants to pay with a different one

It's important remember that once an invoice is marked as "Paid", it cannot be reverted to "Unpaid" status. Here is what you can do instead:

1. [Issue a credit note](/billing/invoicing/credit-notes) for this invoice.
2. Select the appropriate credit option.
3. If needed, [duplicate](#h_4a9c3d0470) or recreate the invoice and issue it.
4. Record the payment or let the customer pay correctly.

### Duplicate invoice

You can duplicate manually created one-off invoices for faster corrections. Automatically generated subscription invoices, however, cannot be duplicated, and you need to recreate them manually.

To duplicate a one-off invoice:

1. Open the necessary invoice.
2. Click (...) top right > `Duplicate`.

<Frame>
  <img src="https://mintcdn.com/spacebring/61XnPCVy2isw6BAs/images/billing-invoicing-edit-invoices-3.png?fit=max&auto=format&n=61XnPCVy2isw6BAs&q=85&s=01a0c3c5ac0afcb1880b6ec55faf3b45" alt="" width="1874" height="1178" data-path="images/billing-invoicing-edit-invoices-3.png" />
</Frame>

3. The system creates a copy in "Draft" status. Press `View invoice` to open it.
4. Apply the necessary change and issue the invoice.

<Danger>
  Invoices duplicate without any discounts.
</Danger>

**FAQ**

<Accordion title="Why can't I duplicate the invoice?">
  Only manually created one-off invoices are eligible for duplication. Automatically generated invoices for subscription or bookings cannot be duplicated. If you are trying to duplicate such an invoice, the `Duplicate` option will not appear in the menu.
</Accordion>

<Accordion title="How do I add bookings/products to a customer's invoice?">
  When managing a customer's invoice, the method to add charges depends on the specific category of the product or service. Follow these guidelines to ensure the invoice is accurate:

  * **Bookings —** to add a booking to an invoice, make a booking on the **Resources** page, select the customer as a booker, and [choose the "Invoice" payment method](/integrations/bookings/book-for-customers-with-the-invoice-payment-method).
  * **One-off products or services from Shop** **—** open an existing draft or upcoming invoice > press `Create item` > in the "Product" section, select the necessary product.
  * **Event tickets** **—** it is not possible for an administrator to add event tickets to the customer's invoice at this time. Customers can only purchase them themselves.
  * **Other charges** **—** add any custom fees to the customer's invoice by pressing `Create item` and selecting "Custom" in the "Product" field.
</Accordion>