Updating Invoices After Editing Products, Services, or Taxes
If you make changes to your sales tax lines or edit an existing eCommerce item (such as Prints, Digital Images, Packages, Products, or Services), those updates will not automatically apply to invoices where the item has already been added. Invoices lock in item details and tax settings at the moment they’re created.
What This Means
- If you adjust a product price, edit a service description, or change tax settings after creating an invoice, the existing invoice will still show the original information.
- Only new invoices created after your changes will automatically include your updated prices, products, or tax rates.
How to Update an Existing Invoice
STEP ONE
Log into your PhotoBiz account and click on QUOTES & INVOICES from the left-hand menu.
STEP TWO
At the top of the Quotes & Invoices panel, click INVOICES and open the invoice you want to modify.
STEP THREE
Click Edit Invoice and make the necessary changes. This can include:
- Adjusting product or service pricing
- Adding or removing items
- To update a sale tax line, click update item for one of the existing items in your invoice
STEP FOUR
Click Update Item for the invoice item(s) you’ve edited. The invoice total will update automatically.
FINAL STEP
Review the updatd invoice and confirm the amounts are correct. Send the updated invoice to your client so they can see the corrected pricing or tax amounts.
Important Reminder
Changes you make to products, services, or tax settings only affect future invoices. For any existing invoices, you’ll need to edit them manually to apply your updates.
