Editing a quote or invoice you've already sent

You can still edit a quote or invoice after it has been sent. Open it and tap Edit to change the line items, pricing or dates, then resend if you want the client to see the update.

If the change is significant and you want a clean record of the old version, use Revise instead. That creates a new revision with its own number and marks the original as superseded, so the version history stays clear.

1. Open the sent document.
2. Tap Edit for a straight change, or Revise to create a new revision.
3. Make your changes.
4. Tap Resend (or Send) so the client gets the updated version.

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