Let’s say you’re about to send an invoice to a client but don’t want to include all of the approved hours. Or perhaps you want to reorganize items across invoices for clarity. As long as an invoice hasn’t been finalized, you can easily move any line item to another draft invoice.
Follow the steps below to move a line item between invoices:
Step 1: Navigate to Draft Invoices
Go to Accounting → Invoices/Charge Client → Draft Invoices and find the invoice that contains the line item you want to move.
Step 2: Choose the Destination Invoice
Locate the specific line item. In the “Map” column, click inside the box and select the relevant invoice from the dropdown menu.
Step 3: Save Your Changes
After selecting the destination invoice, click the action icon (the disc-shaped save button) next to the dropdown to finalize the move.
✅ Tip: Once an invoice is finalized, items can no longer be moved. Make sure to complete any adjustments before finalizing.
