Simplify editing of project invoices to improve efficiency

Enabled for Public preview General availability
Users by admins, makers, or analysts - Sep 30, 2025

Business value

Project-based companies often create an invoice for a large team working on a project with a recurring lifespan. Each invoicing period can include thousands of transactions across time, expense, and material usage activities for projects. You review and confirm these transactions before you generate a customer-facing invoice. This reviewing process plays an essential role in ensuring quick invoicing and maintaining healthy operational metrics. A clean, intuitive, and high-performing experience for reviewing and making corrections adds strong business value by helping a project manager keep a service-centric practice running smoothly.

Customers often need to edit invoice line details on an invoice that contains hundreds of transactions. This need might come from changes required during an audit of the invoice prior to confirmation. Or, it might come from a need to correct a wrong invoice that you already confirmed. In both scenarios, invoice editing is a critical step during billing. The ability to quickly edit invoice line details greatly improves the usability of the billing system.

Feature details

This feature improves the usability of invoice editing. The changes include:

  • Fewer clicks to edit one or more invoice line details.
  • Fewer clicks to bulk edit multiple fields on an invoice line detail.

This feature also gives billing administrators an improved invoice summary with key invoice insights. With these insights, administrators can make decisions faster.

Geographic areas

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Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Improve invoice usability with modern invoicing (docs)