Edit or delete a trip, and trip statuses

Edit a trip

Open the trip and tap Edit Trip. Change what you need and tap Save Changes.

If the trip already has an invoice, a warning appears and the save button changes:

• Draft invoice — the button reads Save & Delete Draft Invoice. Saving deletes the draft, including any expenses, notes, or wording you added to it, so you can create it again from the updated trip.
• Sent or paid invoice — the button reads Save & Revise Invoice. Saving voids that invoice and takes you to regenerate it with the same invoice number. See Revise, void, or regenerate an invoice.

Delete a trip

Open the trip and tap the trash icon at the top (on a computer you can also use the trash icon in the Trips list). Confirm with Delete.

• Receipts on the trip are unlinked, not deleted — they stay in Receipts.
• The trip's mileage entries are deleted with it.
• This can't be undone.

The trash icon only appears on a trip with no invoice, or whose invoice is void. To delete a trip that has an invoice, delete the invoice first. See Delete an invoice.

Trip statuses

The Trips list has tabs for each status:

• Active — a new trip, not yet invoiced.
• Invoiced — an invoice has been saved from it (draft or sent). You can't add or link receipts to an invoiced trip.
• Completed — its invoice was voided with Revise and a new one hasn't been saved yet.

You don't set these yourself. Deleting a trip's invoice, or editing a trip that has one, puts it back to Active.