SymplCM Help Center SymplCM Help Center
  • Invoices & Billing
    • Invoice Management
      • How to draft Invoice templates?
      • How to setup Invoice Rules?
      • How Do I Make Changes to an Invoice?
      • Invoicing & Payments
      • How Do I Charge a Guest for Multiple Items on an Invoice?
      • Scheduling Invoices
      • How Do I Request a Partial Payment or Deposit Payment?
    • Payment Gateways
      • PayPal
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      • Booking.com and Expedia payment details
      • Payment Rules
      • How Do I Accept Payments Online and Via Credit Card?
      • Stripe
  • Calendars
    • Creating Hold Events
    • How to Import a Calendar
    • Sympl Calendars Walkthrough
  • Rental Settings
    • How Do I Change My Rental Currency?
    • How Do I Add and Update Rentals?
    • Linking Rentals Together
    • How do I delete rentals?
    • Currencies Supported by Sympl
  • Inquiries & Bookings
    • Guests Information
      • How can I import guests via CSV files?
      • How Do I Add and Update Guests?
      • How Do I Make Notes of Guest Interactions?
      • Guest List Overview
    • Inquiries Information
      • How Do I Delete an Inquiry?
      • How Do I Create an Inquiry?
      • Inbox Inquiries Overview
    • How Do I Confirm a Booking?
    • How do I attach a file to a message?
  • Miscellaneous
    • Sympl Setup Checklist
    • Inbox Files Overview
    • Inbox Conversations Overview
    • Shared Content Overview
    • Using Google Translate with Sympl
    • Automations Overview
    • Account Info Overview
    • Migrating from Tokeet to Sympl
    • What are the major differences between TV3 and Sympl?
    • Dashboard Overview
  • Settings & Configurations
    • User Settings & Logins
      • User Type and Permissions Overview
      • I forgot my password, what to do now?
      • Where Can I Find My Sympl Account ID?
      • How Do I Change My Password?
      • How Do I Add and Update Users?
      • Troubleshooting IP Blocked and Account Locked
      • Restricting User Access
    • Add-Ons & Widgets
      • Add the Inquiry Widget to a Site
      • Add the Calendar Widget to a Site
      • Inquiry Widget Advanced Configuration
    • Multi-Factor Authentication
      • Multi-Factor Authentication (MFA) Overview
      • Multi-Factor Authentication (MFA) FAQs
    • Sympl Subscription & Billing
      • How Do I Cancel My Subscription?
      • How Do I Change My Subscription?
      • How Do I Update My Credit Card Information?
    • Templates
      • Templates for Automations
      • Sympl Data Dictionary
      • Custom Branding Templates
    • Integrations
      • Connecting PriceLabs to Sympl
      • How do I connect to MailChimp?
      • Sympl integration with Dropbox
      • Sympl integration with Slack
      • Existing third party integrations
  • Rates Management
    • Pushing rates to Booking.com
    • What is a Dynamic Rate?
    • What is a Base Rate?
    • Changing the Max Guests value on Booking.com
    • Checking Rates for Accuracy
    • Changing the additional guest fee on Booking.com
    • Pushing Rates to API Channels
    • What is a Standard Rate?
    • Rate Types in Sympl
    • My Rates are Too Low on Booking.com
    • My Rates are Too High on Booking.com
    • The Rates Multi-calendar
    • How to Set Day-Specific Pricing
    • Sympl Channel Adjustments
    • What is a Rate Category?
  • Channel Manager
    • iCal Connections
      • What if my channel is not listed in Sympl?
      • Connecting iCal Channels with Sympl
      • Export your Sympl calendar to Holiday Lettings
      • Connecting to FlipKey/TripAdvisor with Sympl
      • Connecting to Homeaway/VRBO with Sympl
    • API Connections
    • Sympl Channel Manager Overview
    • Disconnect a Channel Account
Invoices & Billing / Invoice Management / How Do I Make Changes to an Invoice? /
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How Do I Make Changes to an Invoice?

If you’ve quoted a price through an invoice to a guest but find that you need to make a change either to the figures or information within the invoice, Sympl makes it easy to update or make changes to an invoice.

Follow the directions below to make and save changes to any invoice.

How to Edit Invoices:

  1. From your main account page, select the INVOICES option from the PAYMENTS list on the top of the page.

  2. Select and click the invoice you would like to make changes to.

  3. Make your desired changes to the invoice.

  4. Click on the blue Save button.

  5. Your changes to the invoice have been saved!

If your invoice has already been sent to a guest don't worry. The link they received to the invoice will show the updated information that you have just entered. There is no need to resend the invoice to the guest.

By ensuring that your invoices are up-to-date and accurate, you can keep your clients informed and stay on top of payments throughout your rental/s. Be sure to double-check invoices before you send them to guests, this way you can be assured that your guests always receive accurate information and you won’t have to experience the embarrassment or frustration of altering quotes and prices after the initial quote.

If you have any further questions, please search our help center or email us at support@sympl.cm and we’ll be more than happy to help!
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