A draft that came out of a dispatch on the wrong work type, or twenty lines that should all be the same price, does not have to be fixed a line at a time. Tick the lines and change them together.
Do it
Open the invoice. Tick the lines you want, with the checkbox on each row or the one in the header for all of them. Two buttons appear next to Archive and Unarchive:
- Change work type: pick one work type, or Manual for a line with no work type;
- Set price: type one unit price, which may be negative.
Press Apply. The toast says how many lines changed, and everything else that happened.
This works on customer invoices, hourly invoices and subcontractor invoices, wherever a line can be edited at all: while the invoice is Draft, Ready or Error. A sent or archived invoice shows no such buttons, and refuses the change if one is attempted anyway. Archived lines in your selection are left alone; only the live ones change.
What changing the work type does
Each line takes the new work type and the price the address's own price list has for that work type: the customer price on a customer invoice, the cost on a subcontractor one. An address that has no price for the work type you picked keeps the line's current price rather than dropping to zero, so a missing rate never quietly writes the work off. Manual clears the work type and keeps the price.
The stop behind each line moves to the same work type too, so the dispatch and the invoice keep telling the same story. Some stops are not yours to change, and those are named in a second message with the reason:
- the dispatch belongs to another business, so the plan is theirs;
- the dispatch was cancelled;
- the dispatch has no stop for that address;
- the stop was removed from, or cancelled on, the dispatch;
- the stop is billed on another approved or sent invoice that this change does not touch;
- the line bills an extra work type on the stop, so the stop's own work type was left as it was.
If the new work type is one the stop carries as an extra, the extra is taken off the stop, so the same work is not billed twice.
The lines themselves still change in every one of those cases. A manual line that bills no stop simply skips this step.
Set price does one thing: every ticked line gets the price you typed. The box opens on the first ticked line's price, and the price may be below zero, which makes each ticked line a credit, on a customer invoice and a settlement alike; see Review and send a customer invoice. The quantities are not touched, so a credited line keeps counting the work it counted before.
The other side of the ledger
If any ticked line has a counterpart on the other side, the popup offers Also update the subcontractor invoice (or Also update the customer invoice, on a subcontractor invoice). Leave it ticked and the counterpart gets the same work type, priced from the same price list at its own rate, or the same typed price.
A counterpart is never created by this: a line that has none is left as it is. A counterpart on an invoice that has already been sent or archived is left alone as well, and the toast says how many were skipped for that reason.
It does not change your prices
This is worth being plain about: editing an invoice never changes an address's price list. Both actions read the price list, to work out what a changed work type should cost, and write nothing back to it. Next month's dispatch at that address prices exactly as it would have.
To change what an address costs from now on, edit its prices on the address itself, which is a different job with a different consequence. See Prices on an address and Which price is used.
Invoice history records the bulk change line by line and field by field, exactly as it records a single edit, so the invoice can always account for itself afterwards.