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.