Creating and editing an outgoing invoice

Where to find it

Outgoing invoices → open or create an invoice draft

✅ Common tasks

Edit a draft

1. Open the outgoing invoice draft you want to change.

2. Edit the fields directly in the form.

3. Save the draft when you’re done.

XML/e-invoice drafts may show some item fields as disabled.

Set the recipient

1. Click the recipient field.

2. Select an existing company or create a new one.

3. Enter the contact details in the form.

4. Save the new company to update the invoice recipient.

If the draft already has extracted recipient data, it can prefill the form.

Update invoice details

1. Set the bank account if you use more than one.

2. Choose the invoice type.

3. Edit the invoice number, dates, reference, subject, and payment method.

4. Add or edit line items with Add Item or the trash button.

5. Open the VAT reverse charge area and choose a VAT reason if needed.

If you enter a duplicate invoice number, confirm it when prompted.

🔗 See also

• Outgoing invoices

• Sending an outgoing invoice

• Outgoing invoice statuses, payments and the sending log

• Duplicating, correcting and deleting outgoing invoices

• Invoice branding, numbering and PDF templates