There are two types of invoices built into BILLWAZE. One is automatically sent by BILLWAZE on the date of your choosing, and the other is called an instant invoice. An instant invoice is geared to be an on-the-fly type invoice where you need to bill a client instantly and not want to wait until such time when the automated invoice will be sent. Edit Upcoming Invoice edits the automated monthly invoice. You may use the “Edit Upcoming Invoice” module to: <ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">View the current invoice with all current applicable charges for the month</li><li value="2" class="PlaygroundEditorTheme__listItem">Add Hourly charges</li><li value="3" class="PlaygroundEditorTheme__listItem">Add Packages, Products and or Expenses sold / incurred by your client Add, Change or Cancel a subscription</li></ol> Once you have selected which client you wish to edit the invoice for, the upcoming invoice will open. On the very top of the invoice you will notice the “Invoice Bar”. <img src="https://dashboardassets.eb-pages.com/uploads/6417908828209152/image_png_Apr_27_2022_06_27_37_58_PM.png" alt="" width="inherit" height="inherit"> The invoice bar will identify the client you’re viewing/modifying the invoice for, the date this invoice will post on, and also give you the option to add a recurring service ( known as a “subscription” – which automatically bills for every month ), and save the invoice. <img src="https://dashboardassets.eb-pages.com/uploads/6417908828209152/image_png_Apr_27_2022_06_29_28_17_PM.png" alt="" width="inherit" height="inherit"> Use the hourly charges table to enter the hours you performed service(s) for your client. Enter as many rows as necessary. BILLWAZE will automatically calculate taxes and total based on your entries. Table Explanation:<ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">Date - Select the date the service was performed.</li><li value="2" class="PlaygroundEditorTheme__listItem">Description – Enter the description of the service.</li><li value="3" class="PlaygroundEditorTheme__listItem">Hours - Enter total number of hours you worked. Fractions are acceptable. Example: 1.75</li><li value="4" class="PlaygroundEditorTheme__listItem">Rate – The amount you charge per hour. EZB360 automatically uses the hourly rate as specified in the company profile or if applicable, the client’s custom profile. You may change this rate at anytime.</li><li value="5" class="PlaygroundEditorTheme__listItem">Tax – Select the applicable tax rate. *</li><li value="6" class="PlaygroundEditorTheme__listItem">Click on Checkmark - Once you are satisfied with your entry, click on the check mark under the “Action” menu to record your entry.</li></ol> * If tax rate is specified in company or custom profile and client state matches your company state, BILLWAZE will automatically append the correct tax rate for you. If client is located in another state, BILLWAZE will search the tax table to see if there is an entry for the clients state. If BILLWAZE finds the clients state it will automatically select and append the correct tax rate for you. You may always change or add multiple tax rate when required. <img src="https://dashboardassets.eb-pages.com/uploads/6417908828209152/image_png_Apr_27_2022_06_32_28_66_PM.png" alt="" width="inherit" height="inherit"> Use the Packages, Products &amp; Expenses table to enter any service, product sold or an expense incurred on behalf of your client. Service and products are items you sale your clients on a consistent basis. BILLWAZE maintains a list of these items so you can quickly insert them into your invoice without having to reenter them every time and having to also lookup their price. Table Explanation:<ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">Date - Select the date the service was performed.</li><li value="2" class="PlaygroundEditorTheme__listItem">Type of Sale – Select the type of item you have sold: Product - A product you sell for a set fee, Service Package – A service you sell for a set fee, or Client Expense – Any expense ( something you normally do not bill for ).</li><li value="3" class="PlaygroundEditorTheme__listItem">Product / Packages / Expenses – If you have already pre-entered into EZB360 the products and packages you sale, they will appear in the drop down with their respective prices. If you wish to add a new product or service, you may do so here by selecting “+ Add New” from the drop down. If you selected “Client Expense” in step 2, you may type in your own description under this drop down.</li><li value="4" class="PlaygroundEditorTheme__listItem">Units Sold – These are the total number of units you are selling/have sold to your client in step 3.</li><li value="5" class="PlaygroundEditorTheme__listItem">Cost Per Unit – If you selected a product or package in step 2, the correct amount will automatically be inserted here. You may change this amount as necessary. Changing this amount here will not permanently change it in the system. To change it permanently you will need to visit the “Packages &amp; Products” module located under “Admin Settings” on the main menu.</li><li value="6" class="PlaygroundEditorTheme__listItem">Tax – Select the applicable tax rate. *</li><li value="7" class="PlaygroundEditorTheme__listItem">Click on Checkmark - Once you are satisfied with your entry, click on the check mark under the “Action” menu to record your entry.</li></ol> * If tax rate is specified in company or custom profile and client state matches your company state, BILLWAZE will automatically append the correct tax rate for you. If client is located in another state, BILLWAZE will search the tax table to see if there is an entry for the clients state. If BILLWAZE finds the clients state it will automatically select and append the correct tax rate for you. You may always change or add multiple tax rate when required. Quick Notes<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Any changes done the invoice must be "Saved" in order for the system to record the changes.</li><li value="2" class="PlaygroundEditorTheme__listItem">Invoices with “0” balances will not be sent to clients.</li><li value="3" class="PlaygroundEditorTheme__listItem">You may continue to change the automated / upcoming invoice as many times as necessary prior to the “Post On” date. Post-On Date is the date the invoice will get generated on and emailed to your client.</li><li value="4" class="PlaygroundEditorTheme__listItem">Service Contract are not editable via "Edit Upcoming Invoice". They maybe modified directly via the "Service Contracts" module located under Clients -&gt; Service Contracts.</li><li value="5" class="PlaygroundEditorTheme__listItem">You may use the “hamburger” icon located on the left of each row to reorganize the entries in your tables. Simply click and hold the left mouse button on the hamburger icon and drag and drop into the right location within the same table.</li><li value="6" class="PlaygroundEditorTheme__listItem">To Edit an entry click on the “Pencil” icon under the “Action” menu.</li><li value="7" class="PlaygroundEditorTheme__listItem">To Delete an entry, click on the “Pencil” icon under the “Action” menu followed by the red “x” icon. Alternatively, you may delete multiple entries by selecting the boxes to the right of the hamburger icon and clicking "Delete" on the bottom of the table.</li></ul>

This article will details the steps you need to take when wanting to edit the Automated Monthly Invoice.

There are two types of invoices built into BILLWAZE. One is automatically sent by BILLWAZE on the date of your choosing, and the other is called an instant invoice. An instant invoice is geared to be an on-the-fly type invoice where you need to bill a client instantly and not want to wait until such time when the automated invoice will be sent.

****Edit Upcoming Invoice**** edits the automated monthly invoice. You may use the “Edit Upcoming Invoice” module to:

1. View the current invoice with all current applicable charges for the month
2. Add Hourly charges
3. Add Packages, Products and or Expenses sold / incurred by your client Add, Change or Cancel a subscription

Once you have selected which client you wish to edit the invoice for, the upcoming invoice will open. On the very top of the invoice you will notice the “Invoice Bar”.

![](https://dashboardassets.eb-pages.com/uploads/6417908828209152/image_png_Apr_27_2022_06_27_37_58_PM.png)

The invoice bar will identify the client you’re viewing/modifying the invoice for, the date this invoice will post on, and also give you the option to add a recurring service ( known as a “subscription” – which automatically bills for every month ), and save the invoice.

![](https://dashboardassets.eb-pages.com/uploads/6417908828209152/image_png_Apr_27_2022_06_29_28_17_PM.png)

Use the hourly charges table to enter the hours you performed service(s) for your client. Enter as many rows as necessary. BILLWAZE will automatically calculate taxes and total based on your entries.

****Table Explanation:****

1. ****Date****\- Select the date the service was performed.
2. ****Description**** – Enter the description of the service.
3. ****Hours**** - Enter total number of hours you worked. Fractions are acceptable. Example: 1.75
4. ****Rate****– The amount you charge per hour. EZB360 automatically uses the hourly rate as specified in the company profile or if applicable, the client’s custom profile. You may change this rate at anytime.
5. ****Tax****– Select the applicable tax rate. \*
6. ****Click on Checkmark**** - Once you are satisfied with your entry, click on the check mark under the “Action” menu to record your entry.

\* If tax rate is specified in company or custom profile and client state matches your company state, BILLWAZE will automatically append the correct tax rate for you. If client is located in another state, BILLWAZE will search the tax table to see if there is an entry for the clients state. If BILLWAZE finds the clients state it will automatically select and append the correct tax rate for you. You may always change or add multiple tax rate when required.

![](https://dashboardassets.eb-pages.com/uploads/6417908828209152/image_png_Apr_27_2022_06_32_28_66_PM.png)

Use the Packages, Products & Expenses table to enter any service, product sold or an expense incurred on behalf of your client. Service and products are items you sale your clients on a consistent basis. BILLWAZE maintains a list of these items so you can quickly insert them into your invoice without having to reenter them every time and having to also lookup their price.

****Table Explanation:****

1. ****Date**** - Select the date the service was performed.
2. ****Type of Sale**** – Select the type of item you have sold: Product - A product you sell for a set fee, Service Package – A service you sell for a set fee, or Client Expense – Any expense ( something you normally do not bill for ).
3. ****Product / Packages / Expenses**** – If you have already pre-entered into EZB360 the products and packages you sale, they will appear in the drop down with their respective prices. If you wish to add a new product or service, you may do so here by selecting “+ Add New” from the drop down. If you selected “Client Expense” in step 2, you may type in your own description under this drop down.
4. ****Units Sold**** – These are the total number of units you are selling/have sold to your client in step 3.
5. ****Cost Per Unit**** – If you selected a product or package in step 2, the correct amount will automatically be inserted here. You may change this amount as necessary. Changing this amount here will not permanently change it in the system. To change it permanently you will need to visit the “Packages & Products” module located under “Admin Settings” on the main menu.
6. ****Tax****– Select the applicable tax rate. \*
7. ****Click on Checkmark**** - Once you are satisfied with your entry, click on the check mark under the “Action” menu to record your entry.

\* If tax rate is specified in company or custom profile and client state matches your company state, BILLWAZE will automatically append the correct tax rate for you. If client is located in another state, BILLWAZE will search the tax table to see if there is an entry for the clients state. If BILLWAZE finds the clients state it will automatically select and append the correct tax rate for you. You may always change or add multiple tax rate when required.

****Quick Notes****

* Any changes done the invoice must be "Saved" in order for the system to record the changes.
* Invoices with “0” balances will not be sent to clients.
* You may continue to change the automated / upcoming invoice as many times as necessary prior to the “Post On” date. Post-On Date is the date the invoice will get generated on and emailed to your client.
* Service Contract are not editable via "Edit Upcoming Invoice". They maybe modified directly via the "Service Contracts" module located under Clients -> Service Contracts.
* You may use the “hamburger” icon located on the left of each row to reorganize the entries in your tables. Simply click and hold the left mouse button on the hamburger icon and drag and drop into the right location within the same table.
* To Edit an entry click on the “Pencil” icon under the “Action” menu.
* To Delete an entry, click on the “Pencil” icon under the “Action” menu followed by the red “x” icon. Alternatively, you may delete multiple entries by selecting the boxes to the right of the hamburger icon and clicking "Delete" on the bottom of the table.

Edit Upcoming Invoice

Get a quick heads up an everything invoicing.

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