> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pipeline.software/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating and Editing Invoices

> Creating and Editing Invoices - Pipeline knowledge base.

## Creating and Editing Invoices

Pipeline provides a full invoice editor for creating, editing, and managing invoices linked to your jobs.

### Invoice Header

> **Screenshot:** The draft invoice editor showing the header (Invoice Reference, Date, Customer), the line items table with Cost Code, Description, Units, Rate, and Line Nett columns, and the Nett/Tax/Total summary box at the bottom right.

When editing a draft invoice, the header contains:

* **Invoice Reference** - Editable reference number (required, shown with red border if empty)
* **Invoice Date** - Date picker for when the invoice is issued
* **Customer Name** - The invoiced customer
* **Customer Address** - Full billing address

Click the **pencil icon** next to the date to enter edit mode for header fields.

### Invoice Line Items

Each invoice line includes:

* **Job Date** - Date the work was performed
* **Job Ref** - Reference to the related job
* **Cost Code** - Select from the dropdown (automatically fills description, rate, and tax rate)
* **Description** - Line item description (editable)
* **Units** - Quantity or hours (0 to 1000)
* **Charge Rate** - Rate per unit (calculated from cost code)
* **Tax Rate** - Tax percentage (from cost code)
* **Line Nett** - Automatically calculated (Units x Rate)

**Editing a line:** Click the pencil icon on any line to enter edit mode. The row highlights and becomes editable. Click the checkmark to save or X to cancel.

**Deleting a line:** Click the trash icon (requires PIN confirmation for security).

### Invoice Totals

The summary box at the bottom right shows:

* **Nett** - Subtotal before tax
* **Tax** - Total tax amount
* **Total** - Gross amount (all formatted to 2 decimal places)

### Invoice Workflow

Invoices progress through three statuses:

1. **Draft** - Fully editable. Title shows "DRAFT Invoice". You can add/edit/delete lines and change the date and reference.
2. **Approved** - Click "Approve Only" to lock the invoice. Lines are no longer editable. You can "Unapprove" to return to Draft if needed.
3. **Sent** - After sending, the invoice is fully locked. You can only view the PDF.