After you created an invoice, you can make any changes in its structure.
If your client already made a partial payment, you will only be able to edit other payment installments within the invoice.
Step 1. Click on the invoice on your dashboard
Step 2. Click Edit invoice dropdown
There are four options you will have:
Client info
Invoice items (for Itemized invoices)
Payment schedule (for all invoices)
Payment methods and fees
Delete invoice
Client info
Here you can edit:
client's name
their email
emails on copy
note to client
attachments
Invoice items
For itemized invoices you can edit the structure of line items, its order, prices, quantity, tax settings and discounts.
Payment schedule
Here you can edit:
total invoice amount
payment installments
payment schedule
payment auto-reminders
Payment methods and fees
Here you can edit:
autopay settings
gratuity settings
accepted payment methods
who pays the processing fees for this specific invoice
international card settings
payments via check settings
Troubleshooting
If you don't see the "Edit invoice" option on the right hand side, most common reason is the browser cookies and how the affect the system performance.
The easiest way to solve it will be to just close all open Maroo tabs and log in again. This issue should be resolved automatically in this case.
Have questions? Reach out to us via [email protected]