While an invoice is still a Draft, you can change it freely — the customer, currency, payment terms, due date, and notes are all yours to edit until you finalize. This guide shows you how to open a draft and update it from its detail page.
How to edit a draft invoice in Cornerspot
You'll open the draft from the Invoices list, click Edit, change what you need, and click Save Changes — landing back on the invoice's detail page.
1. Open the draft invoice
From the dashboard, select Invoices in the left-hand menu (under Members & Billing), then open the draft you want to change. Drafts show DRAFT in the Number column and a Draft status badge.
2. Click “Edit”
On the invoice's detail page, click Edit in the top-right to open the edit form. This button is only enabled for drafts. A finalized invoice shows a disabled Edit button with the tooltip “Finalized invoices can't be edited. Void this invoice and create a new draft if you need to change it.”
3. Update the terms and due date
In the edit form you can update the Customer, Currency, Payment terms, Due date, and Notes. Change the Payment terms — Due on Receipt, Net 15, Net 30, Net 45, Net 60, or Net 90 — which Cornerspot uses to compute the due date when you finalize, or set an explicit Due date (its hint notes it “Overrides the computed due date from terms.”).
4. Revise the notes
Edit the Notes that appear on the invoice for your customer. This is a good place to add payment instructions or a thank-you message.
5. Save your changes
When everything looks right, click Save Changes. Cornerspot saves the draft and returns you to its detail page, confirming with an “Invoice saved — Your changes have been saved.” message.
6. Review the updated draft
You're back on the invoice's detail page, still in Draft status. The draft stays fully editable — you can keep refining it until you finalize. When it's ready, finalize it to assign an invoice number, set the issue date, and lock it as Open.
What you can and can't edit
The edit form focuses on an invoice's metadata. Here's what it covers:
- Editable from the edit form: payment terms, due date, and notes are saved when you click Save Changes.
- Line items, taxes, and discounts appear read-only on the edit form — these are managed from the line-item editors when you first build a draft. To restructure what's being charged, you can create a fresh draft instead.
- Only drafts can be edited. Once an invoice is finalized, it's locked. If a finalized invoice has an error, void it and create a new draft rather than editing it.
Tips
- Double-check the terms or due date before finalizing — they drive when an Open invoice flips to Overdue and how reminder emails read.
- Use clear notes so your customer immediately understands how and when to pay.
- Review everything while it's still a draft — finalizing locks the invoice, and changes after that mean voiding and re-creating it.