Invoices

How to edit a quote

Update customer details, line items, and validity dates on a draft or sent quote before conversion.

1 min readUpdated 10.07.2026

Open the quote editor when you need to fix pricing, add services, or update validity dates before the customer accepts. See how to create a quote and how to send a quote.

Quote editor with client fields and line items visible.

Open the quote

Open Sales and then Quotes.
Select the quote from the list or use row actions → Edit.

Update and save

Change client, issue date, or valid-until date.
Edit line descriptions, quantities, prices, and VAT.
Save your changes before sending or converting the quote.

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Invoices

How to view and manage invoices

Use the invoices list to search, filter by status, and open the invoice you need to review or follow up.

Invoices

How to create and edit an invoice

Start a new invoice from the invoices area, complete the client and line items, and save or issue it when you are ready.

Invoices

How to start a new invoice

Open the invoice editor, choose a client, add lines, and save a draft before issuing.