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justify-between border-b max-lg:flex max-lg:flex-row max-lg:border-x-0 max-lg:border-t-0 max-lg:border-solid max-lg:border-b-body-border"><div class="jsx-27f84a20f81f6ce9 my-2 max-lg:pl-4">Table of contents</div><div class="jsx-27f84a20f81f6ce9 "><svg class="ml-2 mr-4 mt-3 transition-transform" transform="rotate(180)" width="16" height="16" fill="none" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.93353 5.93451C4.24595 5.62209 4.75248 5.62209 5.0649 5.93451L7.99922 8.86882L10.9335 5.93451C11.246 5.62209 11.7525 5.62209 12.0649 5.93451C12.3773 6.24693 12.3773 6.75346 12.0649 7.06588L8.5649 10.5659C8.25249 10.8783 7.74595 10.8783 7.43353 10.5659L3.93353 7.06588C3.62111 6.75346 3.62111 6.24693 3.93353 5.93451Z" fill="currentColor"></path></svg></div></div><div data-testid="toc-body" class="jsx-27f84a20f81f6ce9 my-2"><section data-testid="toc-section-0" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none border-body-toc-active-border px-4"><a id="#edit-items" href="#edit-items" data-testid="toc-link-0" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base font-toc-active text-body-primary-color"></a></section><section data-testid="toc-section-1" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#change-billing-address" href="#change-billing-address" data-testid="toc-link-1" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-2" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#add-new-line-item" href="#add-new-line-item" data-testid="toc-link-2" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-3" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#add-discount-or-tax" href="#add-discount-or-tax" data-testid="toc-link-3" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-4" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#rearrange-line-items" href="#rearrange-line-items" data-testid="toc-link-4" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-5" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#delete-line-items" href="#delete-line-items" data-testid="toc-link-5" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-6" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_4a6c9b12f4" href="#h_4a6c9b12f4" data-testid="toc-link-6" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-7" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_f65af5184e" href="#h_f65af5184e" data-testid="toc-link-7" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-8" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#if-i-change-something-in-a-budget-is-it-going-to-show-automatically-in-an-invoice" href="#if-i-change-something-in-a-budget-is-it-going-to-show-automatically-in-an-invoice" data-testid="toc-link-8" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="relative z-3 w-full lg:max-w-160 "><div class="flex pb-6 max-md:pb-2 lg:max-w-160"><div class="flex flex-wrap items-baseline pb-4 text-base"><a href="/en/" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color">All Collections</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><a href="https://help.productive.io/en/collections/38828-invoicing" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-0">Invoicing</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><a href="https://help.productive.io/en/collections/8956111-creating-and-managing-invoices" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-1">Creating and Managing Invoices</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><div class="text-body-secondary-color">Making Changes To an Invoice</div></div></div><div class=""><div class="article intercom-force-break"><div class="mb-10 max-lg:mb-6"><div class="flex flex-col gap-4"><div class="flex flex-col"><header class="mb-1 font-primary text-2xl font-bold leading-10 text-body-primary-color">Making Changes To an Invoice</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Learn how to adjust billing details, add line items, apply discounts and tax, and manage finalized invoices without affecting your budget.</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> <!-- -->Updated over 4 months ago</span></div></div></div></div><div class="jsx-ef86202475c6562f flex-col"><div class="jsx-ef86202475c6562f mb-7 ml-0 text-md max-messenger:mb-6 lg:hidden"><div class="jsx-27f84a20f81f6ce9 table-of-contents max-h-[calc(100vh-96px)] overflow-y-auto rounded-2xl text-body-primary-color hover:text-primary max-lg:border max-lg:border-solid max-lg:border-body-border max-lg:shadow-solid-1"><div data-testid="toc-dropdown" class="jsx-27f84a20f81f6ce9 hidden cursor-pointer justify-between border-b max-lg:flex max-lg:flex-row max-lg:border-x-0 max-lg:border-t-0 max-lg:border-solid max-lg:border-b-body-border border-b-0"><div class="jsx-27f84a20f81f6ce9 my-2 max-lg:pl-4">Table of contents</div><div class="jsx-27f84a20f81f6ce9 "><svg class="ml-2 mr-4 mt-3 transition-transform" transform="" width="16" height="16" fill="none" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.93353 5.93451C4.24595 5.62209 4.75248 5.62209 5.0649 5.93451L7.99922 8.86882L10.9335 5.93451C11.246 5.62209 11.7525 5.62209 12.0649 5.93451C12.3773 6.24693 12.3773 6.75346 12.0649 7.06588L8.5649 10.5659C8.25249 10.8783 7.74595 10.8783 7.43353 10.5659L3.93353 7.06588C3.62111 6.75346 3.62111 6.24693 3.93353 5.93451Z" fill="currentColor"></path></svg></div></div><div data-testid="toc-body" class="jsx-27f84a20f81f6ce9 hidden my-2"><section data-testid="toc-section-0" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none border-body-toc-active-border px-4"><a id="#edit-items" href="#edit-items" data-testid="toc-link-0" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base font-toc-active text-body-primary-color"></a></section><section data-testid="toc-section-1" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#change-billing-address" href="#change-billing-address" data-testid="toc-link-1" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-2" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#add-new-line-item" href="#add-new-line-item" data-testid="toc-link-2" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-3" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#add-discount-or-tax" href="#add-discount-or-tax" data-testid="toc-link-3" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-4" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#rearrange-line-items" href="#rearrange-line-items" data-testid="toc-link-4" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-5" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#delete-line-items" href="#delete-line-items" data-testid="toc-link-5" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-6" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_4a6c9b12f4" href="#h_4a6c9b12f4" data-testid="toc-link-6" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-7" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_f65af5184e" href="#h_f65af5184e" data-testid="toc-link-7" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-8" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#if-i-change-something-in-a-budget-is-it-going-to-show-automatically-in-an-invoice" href="#if-i-change-something-in-a-budget-is-it-going-to-show-automatically-in-an-invoice" data-testid="toc-link-8" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="jsx-ef86202475c6562f article_body"><article class="jsx-ef86202475c6562f "><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="edit-items">Edit Items</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You can edit most invoice items directly. Click on the item you wish to modify, and it will become an editable field. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>After making your changes, click "<b>Save changes</b>" at the bottom of the screen. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Note: Only unsent invoices can be edited.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1113941625/041e78e30e14f64b64d12347/Screenshot+2024-07-15+at+15_12_36.png?expires=1732408200&signature=67ca9f5b002fec42960487b523386fb395a21b8dd3ab9eaced212122be38fea8&req=dSEmFcB6nIddXPMW1HO4zUk6HC6UyevYW4A4xFvfn64YlWiU5B9QgGOHAbYq%0ApwMvhiebyV6D7HJRrd8%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1113941625/041e78e30e14f64b64d12347/Screenshot+2024-07-15+at+15_12_36.png?expires=1732408200&signature=67ca9f5b002fec42960487b523386fb395a21b8dd3ab9eaced212122be38fea8&req=dSEmFcB6nIddXPMW1HO4zUk6HC6UyevYW4A4xFvfn64YlWiU5B9QgGOHAbYq%0ApwMvhiebyV6D7HJRrd8%3D%0A" width="2742" height="1496"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="change-billing-address">Change Billing Address</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You can update the "<b>Bill to</b>" and "<b>Bill from</b>" information by selecting the "<b>Edit info</b>" option below your ("Bill from") or your <a href="https://help.productive.io/en/articles/2179668-adding-client-companies">client's company</a> ("Bill to") details within the invoice.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1113946621/5b637a07ed9d776c3a452f73/Screenshot+2024-07-15+at+15_16_12.png?expires=1732408200&signature=de78b9f1a24c3d534d9a5e4e1610f73ff9964367acdc10011bd86a5e02dc036d&req=dSEmFcB6m4ddWPMW1HO4zbTQC9k2hTjI0lt468IQsIOaPSwo9JhVD3E9RfEX%0A0rg6SvZvrV9pCE%2B%2B5PQ%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1113946621/5b637a07ed9d776c3a452f73/Screenshot+2024-07-15+at+15_16_12.png?expires=1732408200&signature=de78b9f1a24c3d534d9a5e4e1610f73ff9964367acdc10011bd86a5e02dc036d&req=dSEmFcB6m4ddWPMW1HO4zbTQC9k2hTjI0lt468IQsIOaPSwo9JhVD3E9RfEX%0A0rg6SvZvrV9pCE%2B%2B5PQ%3D%0A" width="2906" height="1116"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="add-new-line-item">Add a New Line Item</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To include additional items on your invoice, click "Add line item." You can add multiple items, but remember to save your changes</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1113954034/4e1b64d846f5a7bac803a5c3/Screenshot+2024-07-15+at+15_21_32.png?expires=1732408200&signature=ec3c91d60c52d11f71f8ac3ec6dafb338e69ad0cde3ac889f04a3cd0fdf2e1ce&req=dSEmFcB7mYFcXfMW1HO4zfpiJ%2BI2I25yj7F5BSNjmc7gmHXHtg%2BapIUY08q6%0AVChmE9zaIdP8l0Lytu4%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1113954034/4e1b64d846f5a7bac803a5c3/Screenshot+2024-07-15+at+15_21_32.png?expires=1732408200&signature=ec3c91d60c52d11f71f8ac3ec6dafb338e69ad0cde3ac889f04a3cd0fdf2e1ce&req=dSEmFcB7mYFcXfMW1HO4zfpiJ%2BI2I25yj7F5BSNjmc7gmHXHtg%2BapIUY08q6%0AVChmE9zaIdP8l0Lytu4%3D%0A" width="2882" height="1184"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="add-discount-or-tax">Add Discount or Tax</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You can apply discounts to individual line items. If a discount is applied to a budget, it will automatically transfer to the invoice and be displayed accordingly.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1113996047/8236a1014b0d83ae53aa4f39/Screenshot+2024-07-15+at+15_51_01.png?expires=1732408200&signature=bd036c8d219cd42ad0547fe449375538115bf9594a80cd21e8093d5942435bce&req=dSEmFcB3m4FbXvMW1HO4zWqnBO1XzXCPjFmbLlg%2B0WdOFHBUleKxXvXl%2Bfnj%0ALUl00WxVme5%2BFriP5ho%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1113996047/8236a1014b0d83ae53aa4f39/Screenshot+2024-07-15+at+15_51_01.png?expires=1732408200&signature=bd036c8d219cd42ad0547fe449375538115bf9594a80cd21e8093d5942435bce&req=dSEmFcB3m4FbXvMW1HO4zWqnBO1XzXCPjFmbLlg%2B0WdOFHBUleKxXvXl%2Bfnj%0ALUl00WxVme5%2BFriP5ho%3D%0A" width="2928" height="1490"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To add tax, open the <b>Tax rate dropdown</b> in the Tax rate column. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You can apply tax rates per line item or apply the same tax rate to all line items at once. To do so, select the Tax rate column header and select your desired tax rate. Find out more about how to set up and assign tax rates to subsidiaries <a href="https://help.productive.io/en/articles/9374894-setting-up-and-managing-tax-rates-in-invoicing-beta">here</a>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1113990646/de413985db36a46d54aa1391/Screenshot+2024-07-15+at+15_47_14.png?expires=1732408200&signature=9a414f3dffeb223bce26529b9f2f4f8789b3892315aa7188c6f18f6ae2864202&req=dSEmFcB3nYdbX%2FMW1HO4zePhYYao5EXgE3%2FuvyEHpyDknG8MrYAIs4huzlKo%0AKRL%2BZYmjPnhYYEJjytY%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1113990646/de413985db36a46d54aa1391/Screenshot+2024-07-15+at+15_47_14.png?expires=1732408200&signature=9a414f3dffeb223bce26529b9f2f4f8789b3892315aa7188c6f18f6ae2864202&req=dSEmFcB3nYdbX%2FMW1HO4zePhYYao5EXgE3%2FuvyEHpyDknG8MrYAIs4huzlKo%0AKRL%2BZYmjPnhYYEJjytY%3D%0A" width="2882" height="1284"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="rearrange-line-items">Rearrange Line Items</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Drag and drop line items to rearrange their order on the invoice.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1114000918/44f7d87d1d93a77a8379a98e/Screenshot+2024-07-15+at+15_54_32.png?expires=1732408200&signature=f1607a5443a43a260ced11e1b6b69a88a1be2842f72b61b6436e3bb8818580be&req=dSEmEsl%2BnYheUfMW1HO4zYogNp1gaoi%2FKa0cKTnSDpcFfMlCsN5pEz5MzZ4W%0Ae5XG%2FgEqzHSVu73vexc%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1114000918/44f7d87d1d93a77a8379a98e/Screenshot+2024-07-15+at+15_54_32.png?expires=1732408200&signature=f1607a5443a43a260ced11e1b6b69a88a1be2842f72b61b6436e3bb8818580be&req=dSEmEsl%2BnYheUfMW1HO4zYogNp1gaoi%2FKa0cKTnSDpcFfMlCsN5pEz5MzZ4W%0Ae5XG%2FgEqzHSVu73vexc%3D%0A" width="2916" height="1184"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="delete-line-items">Delete Line Items</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To remove an item from the invoice, click on the bin icon next to the line item. Be sure to save your changes after making edits or deletions.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1114002805/7d11c3270a01c6f76555aabc/Screenshot+2024-07-15+at+15_55_37.png?expires=1732408200&signature=ce92a4b054970b685bcfef87b1eaab378bc53ef70773fd317387a96144a32bfd&req=dSEmEsl%2Bn4lfXPMW1HO4zZ4yPG8X0wcz0UaJLIb5zTP2lEuwCmoZhppLaUQR%0ABQSjx%2F0lPFurADdGnpQ%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1114002805/7d11c3270a01c6f76555aabc/Screenshot+2024-07-15+at+15_55_37.png?expires=1732408200&signature=ce92a4b054970b685bcfef87b1eaab378bc53ef70773fd317387a96144a32bfd&req=dSEmEsl%2Bn4lfXPMW1HO4zZ4yPG8X0wcz0UaJLIb5zTP2lEuwCmoZhppLaUQR%0ABQSjx%2F0lPFurADdGnpQ%3D%0A" width="2932" height="1482"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_4a6c9b12f4">Making Changes After Finalizing the Invoice</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Once an invoice is finalized, you can still change the <a href="https://help.productive.io/en/articles/3154390-document-templates">Document template</a> by selecting a different one from the dropdown menu. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Changing the document template will override the current message displayed on your invoice. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1114008102/06251324cd87845611a9efe9/Screenshot+2024-07-15+at+15_58_49.png?expires=1732408200&signature=78d35482b7fc23b86a8e79da3f01677d586c32f0c6473067dda99bafe136cdeb&req=dSEmEsl%2BlYBfW%2FMW1HO4zQZRFFVHvgPaIs%2BZGey6TaLyBwqAbwx3a4TVsiJV%0Aqrlv%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1114008102/06251324cd87845611a9efe9/Screenshot+2024-07-15+at+15_58_49.png?expires=1732408200&signature=78d35482b7fc23b86a8e79da3f01677d586c32f0c6473067dda99bafe136cdeb&req=dSEmEsl%2BlYBfW%2FMW1HO4zQZRFFVHvgPaIs%2BZGey6TaLyBwqAbwx3a4TVsiJV%0Aqrlv%0A" width="2932" height="1190"/></a></div></li></ul></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You cannot change the Subsidiary after the invoice is finalized (the subsidiary dropdown will be greyed out).</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1114008935/ed93bd7d24bbf688cff5447c/Screenshot+2024-07-15+at+15_58_15.png?expires=1732408200&signature=232fe2bfa5ae4e73ce4dcafd6b8c8a18d79acdb11ba911bdd8e5fa9e85d529c5&req=dSEmEsl%2BlYhcXPMW1HO4zQcf%2BYiGA7VsrOZ3YRp4zRYW5vc09Nzj0FLQA6l4%0AtHD0%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1114008935/ed93bd7d24bbf688cff5447c/Screenshot+2024-07-15+at+15_58_15.png?expires=1732408200&signature=232fe2bfa5ae4e73ce4dcafd6b8c8a18d79acdb11ba911bdd8e5fa9e85d529c5&req=dSEmEsl%2BlYhcXPMW1HO4zQcf%2BYiGA7VsrOZ3YRp4zRYW5vc09Nzj0FLQA6l4%0AtHD0%0A" width="2874" height="1342"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li></ul></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_f65af5184e">Impact on Budget</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Making changes to an invoice does not affect the budget. Adding extra line items or adjusting discounts on an invoice will not create new services or alter the budget in any way.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="if-i-change-something-in-a-budget-is-it-going-to-show-automatically-in-an-invoice">Changes in Budget Affecting the Invoice</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Once an invoice is created, it remains unchanged regardless of any modifications made to the budget. If you need to reflect changes from the budget on the invoice, you must edit the invoice directly.</p></div><section class="jsx-62724fba150252e0 related_articles my-6"><hr class="jsx-62724fba150252e0 my-6 sm:my-8"/><div class="jsx-62724fba150252e0 mb-3 text-xl font-bold">Related Articles</div><section class="flex flex-col rounded-card border border-solid border-card-border bg-card-bg p-2 sm:p-3"><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 hover:text-primary sm:rounded-card-inner sm:py-3 rounded-card-inner px-3" href="https://help.productive.io/en/articles/6065187-creating-partial-invoices" data-testid="article-link"><div class="flex flex-col p-0"><span class="m-0 text-md text-body-primary-color group-hover/article:text-primary">Creating Partial Invoices</span></div><div class="flex shrink-0 flex-col justify-center p-0"><svg class="block h-4 w-4 text-primary ltr:-rotate-90 rtl:rotate-90" 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Help Center","footerLogo":"https://downloads.intercomcdn.com/i/o/295088/7d1e9e7d334295930dd163a3/801f1c6d85d7662e8810fa8dcc02754d.png","footerLogoHeight":"110","localisedInformation":{"contentBlock":{"locale":"en","title":"Content section title","withButton":false,"description":"","buttonTitle":"Button title","buttonUrl":""}}},"user":{"userId":"9552175e-dbc4-4f53-8e51-9cce54ff123f","role":"visitor_role"},"articleContent":{"articleId":"2179636","author":null,"blocks":[{"type":"heading","text":"Edit Items","idAttribute":"edit-items"},{"type":"paragraph","text":"You can edit most invoice items directly. Click on the item you wish to modify, and it will become an editable field. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"After making your changes, click \"\u003cb\u003eSave changes\u003c/b\u003e\" at the bottom of the screen. ","class":"no-margin"},{"type":"paragraph","text":"Note: Only unsent invoices can be edited.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1113941625/041e78e30e14f64b64d12347/Screenshot+2024-07-15+at+15_12_36.png?expires=1732408200\u0026signature=67ca9f5b002fec42960487b523386fb395a21b8dd3ab9eaced212122be38fea8\u0026req=dSEmFcB6nIddXPMW1HO4zUk6HC6UyevYW4A4xFvfn64YlWiU5B9QgGOHAbYq%0ApwMvhiebyV6D7HJRrd8%3D%0A","width":2742,"height":1496},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Change Billing Address","idAttribute":"change-billing-address"},{"type":"paragraph","text":"You can update the \"\u003cb\u003eBill to\u003c/b\u003e\" and \"\u003cb\u003eBill from\u003c/b\u003e\" information by selecting the \"\u003cb\u003eEdit info\u003c/b\u003e\" option below your (\"Bill from\") or your \u003ca href=\"https://help.productive.io/en/articles/2179668-adding-client-companies\"\u003eclient's company\u003c/a\u003e (\"Bill to\") details within the invoice.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1113946621/5b637a07ed9d776c3a452f73/Screenshot+2024-07-15+at+15_16_12.png?expires=1732408200\u0026signature=de78b9f1a24c3d534d9a5e4e1610f73ff9964367acdc10011bd86a5e02dc036d\u0026req=dSEmFcB6m4ddWPMW1HO4zbTQC9k2hTjI0lt468IQsIOaPSwo9JhVD3E9RfEX%0A0rg6SvZvrV9pCE%2B%2B5PQ%3D%0A","width":2906,"height":1116},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Add a New Line Item","idAttribute":"add-new-line-item"},{"type":"paragraph","text":"To include additional items on your invoice, click \"Add line item.\" You can add multiple items, but remember to save your changes","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1113954034/4e1b64d846f5a7bac803a5c3/Screenshot+2024-07-15+at+15_21_32.png?expires=1732408200\u0026signature=ec3c91d60c52d11f71f8ac3ec6dafb338e69ad0cde3ac889f04a3cd0fdf2e1ce\u0026req=dSEmFcB7mYFcXfMW1HO4zfpiJ%2BI2I25yj7F5BSNjmc7gmHXHtg%2BapIUY08q6%0AVChmE9zaIdP8l0Lytu4%3D%0A","width":2882,"height":1184},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Add Discount or Tax","idAttribute":"add-discount-or-tax"},{"type":"paragraph","text":"You can apply discounts to individual line items. If a discount is applied to a budget, it will automatically transfer to the invoice and be displayed accordingly.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1113996047/8236a1014b0d83ae53aa4f39/Screenshot+2024-07-15+at+15_51_01.png?expires=1732408200\u0026signature=bd036c8d219cd42ad0547fe449375538115bf9594a80cd21e8093d5942435bce\u0026req=dSEmFcB3m4FbXvMW1HO4zWqnBO1XzXCPjFmbLlg%2B0WdOFHBUleKxXvXl%2Bfnj%0ALUl00WxVme5%2BFriP5ho%3D%0A","width":2928,"height":1490},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"To add tax, open the \u003cb\u003eTax rate dropdown\u003c/b\u003e in the Tax rate column. ","class":"no-margin"},{"type":"paragraph","text":"You can apply tax rates per line item or apply the same tax rate to all line items at once. To do so, select the Tax rate column header and select your desired tax rate. Find out more about how to set up and assign tax rates to subsidiaries \u003ca href=\"https://help.productive.io/en/articles/9374894-setting-up-and-managing-tax-rates-in-invoicing-beta\"\u003ehere\u003c/a\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1113990646/de413985db36a46d54aa1391/Screenshot+2024-07-15+at+15_47_14.png?expires=1732408200\u0026signature=9a414f3dffeb223bce26529b9f2f4f8789b3892315aa7188c6f18f6ae2864202\u0026req=dSEmFcB3nYdbX%2FMW1HO4zePhYYao5EXgE3%2FuvyEHpyDknG8MrYAIs4huzlKo%0AKRL%2BZYmjPnhYYEJjytY%3D%0A","width":2882,"height":1284},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Rearrange Line Items","idAttribute":"rearrange-line-items"},{"type":"paragraph","text":"Drag and drop line items to rearrange their order on the invoice.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1114000918/44f7d87d1d93a77a8379a98e/Screenshot+2024-07-15+at+15_54_32.png?expires=1732408200\u0026signature=f1607a5443a43a260ced11e1b6b69a88a1be2842f72b61b6436e3bb8818580be\u0026req=dSEmEsl%2BnYheUfMW1HO4zYogNp1gaoi%2FKa0cKTnSDpcFfMlCsN5pEz5MzZ4W%0Ae5XG%2FgEqzHSVu73vexc%3D%0A","width":2916,"height":1184},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Delete Line Items","idAttribute":"delete-line-items"},{"type":"paragraph","text":"To remove an item from the invoice, click on the bin icon next to the line item. Be sure to save your changes after making edits or deletions.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1114002805/7d11c3270a01c6f76555aabc/Screenshot+2024-07-15+at+15_55_37.png?expires=1732408200\u0026signature=ce92a4b054970b685bcfef87b1eaab378bc53ef70773fd317387a96144a32bfd\u0026req=dSEmEsl%2Bn4lfXPMW1HO4zZ4yPG8X0wcz0UaJLIb5zTP2lEuwCmoZhppLaUQR%0ABQSjx%2F0lPFurADdGnpQ%3D%0A","width":2932,"height":1482},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Making Changes After Finalizing the Invoice","idAttribute":"h_4a6c9b12f4"},{"type":"paragraph","text":"Once an invoice is finalized, you can still change the \u003ca href=\"https://help.productive.io/en/articles/3154390-document-templates\"\u003eDocument template\u003c/a\u003e by selecting a different one from the dropdown menu. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- Changing the document template will override the current message displayed on your invoice. \n \n","items":[{"content":[{"type":"paragraph","text":"Changing the document template will override the current message displayed on your invoice. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1114008102/06251324cd87845611a9efe9/Screenshot+2024-07-15+at+15_58_49.png?expires=1732408200\u0026signature=78d35482b7fc23b86a8e79da3f01677d586c32f0c6473067dda99bafe136cdeb\u0026req=dSEmEsl%2BlYBfW%2FMW1HO4zQZRFFVHvgPaIs%2BZGey6TaLyBwqAbwx3a4TVsiJV%0Aqrlv%0A","width":2932,"height":1190}]}]},{"type":"unorderedNestedList","text":"- You cannot change the Subsidiary after the invoice is finalized (the subsidiary dropdown will be greyed out).\n \n \n ","items":[{"content":[{"type":"paragraph","text":"You cannot change the Subsidiary after the invoice is finalized (the subsidiary dropdown will be greyed out).","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1114008935/ed93bd7d24bbf688cff5447c/Screenshot+2024-07-15+at+15_58_15.png?expires=1732408200\u0026signature=232fe2bfa5ae4e73ce4dcafd6b8c8a18d79acdb11ba911bdd8e5fa9e85d529c5\u0026req=dSEmEsl%2BlYhcXPMW1HO4zQcf%2BYiGA7VsrOZ3YRp4zRYW5vc09Nzj0FLQA6l4%0AtHD0%0A","width":2874,"height":1342},{"type":"paragraph","text":" ","class":"no-margin"}]}]},{"type":"heading","text":"Impact on Budget","idAttribute":"h_f65af5184e"},{"type":"paragraph","text":"Making changes to an invoice does not affect the budget. Adding extra line items or adjusting discounts on an invoice will not create new services or alter the budget in any way.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Changes in Budget Affecting the Invoice","idAttribute":"if-i-change-something-in-a-budget-is-it-going-to-show-automatically-in-an-invoice"},{"type":"paragraph","text":"Once an invoice is created, it remains unchanged regardless of any modifications made to the budget. If you need to reflect changes from the budget on the invoice, you must edit the invoice directly.","class":"no-margin"}],"collectionId":"8956111","description":"Learn how to adjust billing details, add line items, apply discounts and tax, and manage finalized invoices without affecting your budget.","id":"100603","lastUpdated":"Updated over 4 months ago","relatedArticles":[{"title":"Creating Partial Invoices","url":"https://help.productive.io/en/articles/6065187-creating-partial-invoices"},{"title":"Creating and Managing Invoice Drafts","url":"https://help.productive.io/en/articles/6069382-creating-and-managing-invoice-drafts"},{"title":"Setting up and Managing Tax Rates in Invoicing","url":"https://help.productive.io/en/articles/9374894-setting-up-and-managing-tax-rates-in-invoicing"},{"title":"Use Case: Adding an Empty Tax Rate","url":"https://help.productive.io/en/articles/9734327-use-case-adding-an-empty-tax-rate"},{"title":"Automating Invoice 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