Summary
Learn how to edit invoice fields in the invoice details panel and save updates by section.
This article covers:
About editing invoice details
Invoice Automate lets you edit invoice information directly in the invoice details panel (on the right-hand side of the invoice preview).
Edits are made field by field and saved per section (for example, Property Details).
Note: Some fields (such as Owner Details) may prefill automatically based on the selected property and may not be directly editable in Invoice Automate.
Edit a single invoice field
Use these steps when you only need to adjust one value (such as Property Address, Assigned Property Manager, Description, or a reference number).
In Invoice Automate > Open the invoice you want to update
In the invoice details panel (right-hand side), locate the section that contains the field you want to change (for example, Property Details)
Click into the field you want to edit
For text fields, start typing your update
For search/drop-down fields (such as Property Address), type to search and select the correct result
Click Save in that same section
Confirm the change has applied (you will see a confirmation indicator at the top of the panel, and/or the updated value remains after saving)
Edit multiple sections
If you’re updating multiple fields across sections, or you’re working with an EFT-type invoice that needs several details entered, edit in the following order to avoid downstream fields failing to populate correctly:
Property Details > Creditor Details > Payment Details
Why this order matters
Property selection commonly drives other data. For example, Owner Details typically prefill from Property Details once the correct property is selected.
In Invoice Automate > Open the invoice you want to update
Step 1:
Start in Property Details:
Update fields such as Property Address, Assigned Property Manager, Reference number, Description, or Notes (as applicable)
Click Save in the Property Details section
Step 2:
Review Owner Details:
Confirm owner fields have prefilled/updated based on the property you selected
(Optional) You can toggle any owner notifications if necessary
Move to Creditor Details:
Update creditor fields required for the invoice (especially important for EFT processing)
Click Save in the Creditor Details section
Step 3:
Finish in Payment Details:
Update payment-related fields required for processing (EFT fields usually require completion)
Click Save in the Payment Details section
Note: Saving is typically section-based; if you update fields in multiple sections, save each section before moving on.
Tip: If an issue remains (for example, a message indicating a creditor EFT reference isn’t attached to the property), confirm the reference exists in the correct place in your connected platform/workflow.
What’s next?
Learn how to interpret and resolve the red error message tags shown on invoices in Invoices with issues.