Maroo allows you to easily update your invoices whenever changes are needed. Whether you need to adjust client details, modify payment schedules, or update payment settings, you can do so directly from your dashboard. This guide walks you through the available editing options and what to expect when making changes.
How to Edit an Invoice
To make changes to an invoice, follow these steps:
Go to your Invoice tab on your Maroo dashboard
Select the invoice you’d like to update and a pop up will appear
Click the “Edit Invoice” dropdown
Available Editing Options
Once you open the Edit Invoice menu, you’ll see several sections where you can make updates:
Client Info
This section allows you to update client and communication details, including:
Client name
Email address
Additional recipients (CC emails)
Notes to the client
Attachments
Invoice Details (Available for Itemized Invoices Only)
If you’re using itemized invoices, you can edit:
Line items and their order
Prices and quantities
Tax settings
Discounts
This helps ensure your invoice remains accurate and clearly itemized for your client.
Payment Schedule (Available for Itemized Invoices Only)
Here, you can manage how the invoice is structured:
Total invoice amount
Payment installments
Due dates and schedule
Automatic payment reminders
💡 Note: If a payment has already been made, some fields may be limited to maintain accurate records.
Payment Methods and Fees
Customize how you get paid for each invoice:
Accepted payment methods (ACH, credit/debit cards, etc.)
Autopay settings
Gratuity settings
Who covers processing fees (business or client)
International card settings
Check payment settings
How to Delete an Invoice
If an invoice is no longer needed, you can delete it by following these steps:
Go to your Maroo Dashboard and navigate to the Invoices tab
Select the invoice you want to delete (a pop-up will appear)
Click “Edit Invoice”
Select “Delete Invoice”
The invoice will then be permanently removed from your account.
Key Takeaways
You can edit invoices anytime directly from your dashboard
Multiple sections are customizable, including client info, items, and payment settings
Some edits may be limited once payments have been made
You can delete invoices that are no longer needed
A quick refresh or re-login can resolve most visibility issues
Need Help?
If you need assistance editing or deleting an invoice, our support team is here to help. Chat us or reach out via [email protected].