Editing Documents

Learn how to edit estimates and invoices, including managing sent documents.

Editing Basics

To edit an estimate or invoice, its status must be set to Draft.

Important: You cannot make changes to documents with status Pending, Viewed, Paid, or Cancelled. You must first change the status to Draft.

Changing Status to Draft

If the document's status is not already Draft, you have two options to change it:

Option 1: Status Dropdown

Use the Status dropdown at the top of the document and select Draft.

Option 2: Edit Button

Press the button at the bottom right and select Edit to switch to Draft status.

Note: Once in Draft status, you can proceed with editing. Remember to send the document again after making changes.

Editing Sent Documents

Editing a document that has already been sent requires special consideration to maintain trust with your clients.

What Happens When You Edit a Sent Document

  • You must send the document again after editing
  • The previous link will show the document as deleted and cannot be paid
  • The history tracks when and who made changes
  • A reference to the previous version is kept
Why this matters: The system ensures that any document seen by a client will never change without their knowledge, maintaining transparency and trust.

Taxes, Markup & Discounts

You can easily customize the taxes, markup, and discount applied to your documents.

  1. Tap the Value

    Tap directly on Taxes, Markup, or Discount on the document screen.

  2. Adjust Amount

    A pop-up appears where you can adjust the percentage or amount.

  3. Preview Total

    The total updates automatically so you can preview the final price instantly.

Setting Description
Taxes Add applicable sales tax or VAT percentage
Markup Add a percentage on top of costs for profit margin
Discount Apply a percentage or fixed amount discount