Articles on: Billing & payments

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.


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).


The editor of an issued quote: billing details for this document (2), dates (3) and Update Quote (7).


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.


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.


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.


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.


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.



Updated on: 09/11/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!