Fix a draft invoice before it's sent

1. 1

   Open the invoice and choose Edit — it's only offered while the invoice is a draft with no payment recorded against it yet.

   bill · Bill → service invoices (/invoices in Bill) → open the invoice → Edit

   Editing an invoice is admin-only, unlike editing its client or engagement. Once it's sent, or has any payment on it, there's no edit link at all — not even for an admin.

2. 2

   Change the line items and save.

   bill

   Saving fully replaces the line items rather than patching them — every row is resubmitted each time you save, so double-check the whole set before saving rather than assuming only the one line you touched changed.

3. 3

   Send it once it's right. If the draft's total is zero or negative, the invoice detail page shows a warning explaining it needs a positive total before it can be sent or charged, with an 'edit the line items' link straight back into this same form.

   bill · the invoice

Worth knowing

• This guide applies to Bill service invoices. Work customer invoices at /billing are a separate workflow with no draft Edit control; a draft created there will not appear in Bill. Invoice numbers can repeat across the two lists, so use the workflow and customer to identify the record.
• A sent invoice has no path back to draft — there's no 'unsend'. If it genuinely needs to change after sending, that's a different action (void, credit, or a new invoice), not this edit form.

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