Editing an invoice in Koho

Table of contents:

1. General

2. Editing customer information

3. Edit billing information and general information

4. Editing invoice rows

5. Editing a sent invoice

6. Mass editing of invoices

1. General

You can edit invoices that are in the status "Unconfirmed" or "Not sent".

• Unconfirmed invoices can be found under Invoices → Unapproved.

• Unsent invoices can be found under Invoices → Pending.

You can also search for invoices on customer, project, or contract cards, or by using the search field.
Click on the invoice to open the preview and select "Edit" to open the edit mode.

2. Editing customer information

• Click the edit icon (pencil) next to the customer's name.

• Change the invoice customer by selecting from the list or add a new one by clicking + New customer.

• You can also edit the information on the customer's card or change the invoice allocation project.

• More information can be found by clicking on "Show additional fields".

• The changes are saved when you save the entire invoice.

3. Edit billing information and general information

In the invoice edit mode, you can update the invoice date, due date, payment terms, reference number, etc.
The detailed fields are based on the guideline Uuden laskun luominen Kohoon.

4. Editing invoice rows

Invoice rows can be found under general information.

• To add a new product row, press + Product.

• Edit the number of pieces and prices directly on the line.

• For more detailed editing, open the edit form by clicking on the top of the row.

• To delete a row, click the Delete button on the right.

• In the preview view, you can edit the label of the row directly.

5. Editing a sent invoice

If the invoice has already been sent, you can return it for editing:

1. Open the invoice and click "Return".

2. Make any necessary changes.

3. Restore back as sent from the Pending page (this does not mean reposting to the financial system, but only marks the status as "Sent").

6. Mass editing of invoices

Bulk editing allows you to update multiple invoices at once:

1. Go to the Unbilled or Outgoing tab.

2. Select invoices from the checkboxes on the left (or all).

3. Click "Edit" at the top.

4. For example, select a new invoice date, due date, or payment term.

5. Approve the changes for all selected invoices.

Summary

Koho's invoice editing offers flexible tools:

• An individual invoice can be edited until it is sent or confirmed.

• Bulk operations speed up multi-invoice management.

• Customer information, invoice lines, and invoice general information can be edited as needed.