How can I edit my invoice?

E-invoicing is set to become mandatory in all European countries by 2030.
For Belgium, e-invoicing already became mandatory on 01/01/2026. Find out all about e-invoicing and enabling Peppol here or set it up in Teamleader Focus.


Already created an invoice and made a mistake in the pricing, updated the info of the customer, chosen the wrong layout or forgot to add certain articles? In this article you can read about how to edit your invoice. Mistakes on your invoice can be avoided that way, because every penny counts!

 

Note: It's also possible to prevent users from editing already booked invoices or credit notes. Find more information here.

 

To edit your invoice contents:

  1. Go to Revenue > Invoices
  2. Click on the invoice in question.
  3. Click on the pencil next to the Contents of your invoice
  4. A screen will pop up in which you can change the layout, add new articles or subtitles, adjust pricing or add a description to your articles. Then you simply hit Save.
    For already booked invoices you will need to change the layout here:

 

Note that when you changed something in your layout under Settings > Document Layout and uploaded a new template, your existing invoices will still have the old layout. If you want to change it, you will need to regenerate the pdf of your invoice to ensure that all changes are implemented. Click on the pencil next to ‘Contents’ and click on Save. 

 

If you edited the information of your customer on contact or company level, e.g. the customer address is incorrect on an invoice or the VAT number changed, you need to both update the customer’s info and refresh the invoice PDF. If this happens, you'll receive a banner on top of your invoice informing you of this: 'The customer's information has changed and is different on the invoice. Update invoice'. 


Click on 'Update invoice' to refresh the PDF. Or follow these steps:

  1. Update the customer information on the company or contact page.
  2. Go back to the invoice > click the three dots > select Change customer.
  3. Remove the customer from the Customer field.
  4. Add the same customer again and click Save.
  5. Regenerate the pdf of your invoice to ensure that all changes are implemented. Click on the pencil next to 'Contents' and click on Save. This way the updated pdf will be generated.

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