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> Use this file to discover available pages before exploring further.
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# Edit a quote or invoice

The document editor lets you adjust a quote or an invoice before or after you issue it, so each document matches the deal you made with the client. Quotes and invoices share this editor: open a document from **Sales › Billing** to change its client, its dates, its items, the currency or the payment method. On a quote, the editor also holds the **After client approves** setting; its options are explained in [Send a quote](https://help.getzendo.io/en/article/send-a-quote-5leqg/).

## Change the document in the editor

1. Find the quote or invoice in **Sales › Billing** and open it for editing. On a quote, the button is **Edit Quote**.
2. To change your own company details on this document, select **Edit seller billing details**. To change the client's details, select **Edit client billing details**.
3. Change the dates if needed. The **Issue date** is required. On a quote, **Valid until** is the last day the offer stands.
4. Change the items: add rows with **Add item**, remove one with **Delete**, or select **Import items from a service**. Turning on **VAT support** adds tax as a percentage.
5. To add a note that appears on this document only, use **Note** or **Edit note**.
6. Change the **Currency** or the **Payment method** if needed.
7. Save with the button at the top of the editor, for example **Update Quote**.

![Edit Quote in the quote's ⋯ menu in Billing (1).](https://getzendo.io/wp-content/uploads/2026/11/kb-b5-quote-actions.webp =800x378)

![The editor of an issued quote: billing details for this document (2), dates (3) and Update Quote (7).](https://getzendo.io/wp-content/uploads/2026/11/kb-b5-edit-quote.webp =722x516)

## Changes stay on this document

Your seller details normally come from **Settings › Sales › Payments & documents › Seller details**, and the client's details come from their profile. When you change them in the editor, the change applies to this one document only; your settings and the client's profile stay as they were. To change them for future documents as well, tick **Update your workspace seller details for all future documents**, or **Update the client's billing details for all future documents**, in the dialog. See [Set up your documents: numbering, logo, footer and seller details](https://help.getzendo.io/en/article/set-up-your-documents-numbering-logo-footer-and-seller-details-9h73yx/).

![Edit seller billing details changes this document only. Import workspace seller details fills in your current details, and the checkbox also updates them for future documents.](https://getzendo.io/wp-content/uploads/2026/11/kb-b5-seller-dialog.webp =590x552)

The **Note** belongs to this document only, too. On a new document it starts with the footer note from your document settings, and whatever you change here stays on this document.

**Payment method** lists every method in your workspace, plus **None**. With **None**, the document has no payment method, for example for a quote that is only an offer. The **Manage payment methods** link takes you to **Settings › Sales › Payments & documents › Payment methods**. See [Add a manual payment method](https://help.getzendo.io/en/article/add-a-manual-payment-method-wwqitl/).

## Adding the document to an existing order

The **Link to existing Order** field decides which order the document belongs to. If you leave it empty, Zendo creates a new order. If you choose an existing order, the document is added to it, for example an invoice for extra work or for the second stage of a job. See [Put a second document on the same order](https://help.getzendo.io/en/article/put-a-second-document-on-the-same-order-1j5irqe/).

## What you cannot change here

The document number with its prefix and suffix, the document logo and the number format are not set in the editor. They come from your document settings in **Settings › Sales › Payments & documents** and apply to every document.

## Related

- [Send a quote](https://help.getzendo.io/en/article/send-a-quote-5leqg/)
- [Issue an invoice](https://help.getzendo.io/en/article/issue-an-invoice-ktxe67/)
- [Put a second document on the same order](https://help.getzendo.io/en/article/put-a-second-document-on-the-same-order-1j5irqe/)
- [Set up your documents: numbering, logo, footer and seller details](https://help.getzendo.io/en/article/set-up-your-documents-numbering-logo-footer-and-seller-details-9h73yx/)
- [Charge tax](https://help.getzendo.io/en/article/charge-tax-1bt1f15/)