Taskly lets you edit an invoice's line items after it has been raised, as long as it hasn't been paid or sent to Xero yet. This covers fixing a wrong price, adding a forgotten item, or removing one before you send the invoice on.
You can edit an invoice's line items only while both of these are true:
The invoice has no payments recorded against it.
The invoice has not been synced to Xero.
Once either of those happens, the line items lock. This keeps your records and your Xero ledger consistent with what the customer actually paid.
If a locked invoice needs to change, void it and raise a new one instead of trying to edit it.
Go to Invoices and open the invoice you want to edit.
Under Line items, update the description, quantity, or price of any existing row. Quantity accepts any positive value with up to two decimal places, for example 4.5.
Press Add line item to add a new row, or remove a row you no longer need.
Review the updated total and press Save to keep your changes.
