Edit an item on a quote or invoice

When you add a product or service to a quote or invoice, you can edit it at any time.

There are two ways to edit an item:

1. On the document itself
2. In the item database

Editing the item on the document itself lets you change fields such as price, discount, name, description, or unit without affecting the item in the database.

Editing an item in the database, on the other hand, updates the item both in the database and on any documents that use it. As a result, this will also affect other documents that are not yet finalized.

To edit a product or service on a document or in the database, click the contextual menu to the right of the line item.

You can reset an edit at any time in a document by clicking the reset button for the field .