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How to Update the Client Item Descriptions on an Invoice

Learn how to update client item descriptions on an invoice that has already been posted/accepted.

Bobbie Combs avatar
Written by Bobbie Combs
Updated over 2 weeks ago

Use this method if the Invoice pricing is correct, but you need to make changes to the Client Description of an Item that is printing on an Invoice that has already been accepted.

1. Be sure that you have edited your Item Description in the Project to make the necessary changes. To do this, follow these steps:

  • Go to the Project - Items tab

  • Click on the Item Ref. No to edit it

  • Change the Description field to the desired information

  • Click Save in the bottom or upper right to save your changes

2. Go to Accounting in the left-hand menu. Click on Client Invoices and click on the Existing tab. Select or check in the box next to the Invoice you want to update. Then select Actions on the right side and select Modify.

3. Select the Update descriptions to match specifications check box. This option allows you to reprint an Invoice with any Item Description changes you may have made. You can choose to enter an Item Number to update only one Item or leave the Item No. field blank to update ALL Item Descriptions on the Invoice.

4. Click Save to save your changes.

5. After updating, your changes will now be shown when viewing, printing or sending the updated Client Invoice. To send the updated invoice to your Client, make sure the Invoice is still selected and then click on the Actions drop-down and select Send. Alternatively, click on PDF next to the Inv. No. to open the updated Invoice PDF and print if desired.

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