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Edit and bulk-update invoice lines

Use the full line editor for one line or the selection toolbar to update several invoice lines at once.

Who can do this​

You need company:invoice:edit, and the invoice must be in a state that allows the field or line change.

Before you start​

Open an editable invoice and find the line-item workspace below the header.

Edit one line​

  1. Find the line you want to edit in Review view or Table view.
  2. Select the pencil action in the line's action rail. Its accessible label is Edit {segment noun}.
  3. In the Edit {segment noun} dialog, review every field for the line. Its description follows Review and edit every field for this {segment noun}.
  4. Change the fields that need correction.
  5. Select Previous line or Next line to move through the invoice without closing the editor.
  6. Select Done when you finish, or select Close in the top-right of the dialog.

There is no Save or Cancel button in this editor. Field edits use autosave, and both Done and Close finish the active field edit before closing or moving on.

Use the line actions menu​

Open More line actions in the editor footer. Depending on the line and company schema, the menu can include:

  • Highlight on PDF.
  • Move to {segment}, such as Move to expense in a company that uses that singular noun.
  • Remove distribution splits or Remove amortization when that data already exists on the line.
  • Delete line.

Moving a line can clear fields that do not apply in the target segment. When that would happen, the confirmation lists the fields and offers Cancel or Move line. Review that list before you continue.

Set one field on several lines​

  1. Select the checkbox beside each line you want to update.
  2. Check the toolbar count, which reads N selected.
  3. Select Set field.
  4. In the Set field dialog, read Apply one field value to N lines and choose a value from Field.
  5. Enter or select the new value in Value.
  6. Select Apply.

Apply stays unavailable until you choose both a field and a value. Only fields that Clerked can safely edit across every selected line appear in the field list.

The selection toolbar can also show Move to {segment}, Delete, and Deselect. Segment moves are available only when the selected lines can move to the same target.

Check destructive actions before you confirm

Delete line and bulk Delete remove lines from the current invoice and save the change automatically. Remove distribution splits and Remove amortization clear saved values. A segment move may also clear fields named in its confirmation.

What you should see​

After a single-line edit, the updated value appears in the workspace and validation runs again. After a bulk update, the selection clears and the chosen value appears on the lines that accepted the change.

If something goes wrong​

  • If Set field is unavailable, the selected lines do not share an eligible editable field, or the invoice is not editable.
  • If a move option is missing, the company schema does not allow that transition for the selected segment.
  • If a line shows a validation error after the update, open the field error control and correct the value before continuing.

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