Revise, void, or regenerate an invoice

A saved invoice can't be edited in place. How you change it depends on its status.

Revise a sent or paid invoice

1. Open the invoice and tap Revise.
2. Confirm with Void & Revise.

CrewRoo voids the old invoice, unlinks its receipts, and opens Revise Invoice with the same invoice number and every trip that was on it. Your additional expenses, notes, receipt descriptions, and payment terms carry over. A due date that's still ahead is kept; one that has passed moves forward by the same number of days from today (a Net 30 invoice becomes due 30 days from today). Change it under Payment Terms if you like. Work days are rebuilt from the trip as it is now, keeping the days you had unticked. Days added since (a trip that was lengthened) start ticked. On an invoice with several trips, a lengthened trip comes back unreviewed: check its new days and tap Looks right before saving.

Make your changes — you can also add or remove trips, and any receipts added to its trips since are included — then tap Save as Draft or Save and Send, and send it again. If you leave Revise Invoice without saving, the old invoice stays void — tap Regenerate Invoice on it later to pick up where you left off, with the same number.

Revising a paid invoice voids the paid record: the revised invoice starts unpaid and shows the full amount, so tell your client it replaces the one they paid.

Void without revising

Tap Void on a sent or paid invoice, then Void Invoice, to cancel it without reopening it. It stays on the Void tab and its trips, receipts and mileage are freed. Sent, paid, and void invoices can't be deleted. See Delete or void an invoice.

Change the trip behind an invoice

Tap Edit Trip (or Edit Report). Saving shows Save & Revise Invoice for a sent or paid invoice, or Save & Reopen Draft Invoice for a draft. Your changes are saved first; then the invoice is voided and reopened with the same number and all its trips, so you can check it and save it again. On an invoice with several trips, editing any one of them reopens the whole invoice. See Edit or delete a trip, and trip statuses.

Added a receipt or mileage after invoicing? The trip, report, and invoice pages show a banner with Revise invoice (or Reopen draft) that reopens it with the new items included.

Change a draft

Drafts have no Revise button. Edit the trip (the draft reopens, as above), or delete the draft and tap Create Invoice again — nothing was sent, so nothing is lost. See Delete or void an invoice.

Regenerate a void invoice

A void invoice offers Regenerate Invoice. It reopens the invoice from the same trips or expense report, through Revise Invoice, with the same invoice number.

If its trips or expense report are already on a newer invoice, there's nothing to regenerate: the button reads Replaced by and the newer invoice's number, and opens it.

Void invoices stay on your Void tab as a record and can't be deleted.