How to Edit an Invoice on Squarespace?

If you need to modify an invoice on Squarespace after sending it, follow these steps to make changes:

Step 1: Access the Invoicing Dashboard

  1. Log in to your Squarespace account.

  2. Navigate to Selling > Invoicing from the main dashboard.

  3. Locate the invoice you want to edit under Pending or Sent invoices.

Step 2: Edit the Invoice (If Still in Draft Mode)

  • If the invoice is still a draft, you can freely edit any details before sending it.

  • Click on the invoice and modify the client’s information, line items, due date, or notes.

Step 3: Editing a Sent Invoice (Limited Changes)

If the invoice has already been sent:

  • Squarespace does not allow direct edits to a sent invoice.

  • Instead, you need to duplicate the invoice, make necessary edits, and send a new version.

How to Duplicate and Edit:

  1. Open the invoice in the Invoicing dashboard.

  2. Click the three-dot menu (⋮) next to the invoice.

  3. Select Duplicate Invoice to create a copy.

  4. Modify the pricing, details, or client info as needed.

  5. Send the revised invoice and (optionally) cancel the previous one.

Step 4: Cancelling an Invoice (If Necessary)

  • If the original invoice is incorrect, you may want to cancel it to prevent confusion.

  • Click on the invoice and select Cancel Invoice to mark it as voided.

  • Inform your client that they should use the updated version instead.

Key Notes

Edits can only be made before sending the invoice.
For sent invoices, you must duplicate, edit, and resend.
Cancelled invoices remain in your records but are marked void.

If you frequently need advanced editing capabilities, consider using external invoicing tools like QuickBooks or FreshBooks.

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