Invoice totals may be out of date
After you send an invoice, N78-Ops enters invoice phase: line items, discounts, tax settings, payment terms, down-payment %, milestone structure, and per-quote logo override are locked — the unlock padlock is disabled.
What the banner means
If financial content no longer matches the fingerprint stored at first invoice send, the quote editor shows:
Invoice totals may be out of date — Financial content changed after the invoice was sent. Resend the invoice so the customer sees the correct balance.
That is a warning that the numbers on the last invoice you sent may not match what the app would generate now.
What can trigger it (unusual after invoice phase)
Normally you cannot edit locked financial fields. The banner can still appear after restore from backup, registry repair, or legacy data where content changed without a fresh send. Tracked fields include line items, discounts, tax rate and inclusive flag, payment terms, down-payment %, milestone labels/amounts/due rules, and logo override.
What does NOT trigger it
Recording payments, partial balances, refunds, marking a milestone paid, status changes, and send timestamps do not flip this banner — payments are separate from the invoice content snapshot.
How to clear it
1. Open the job and confirm totals are what you intend the customer to see.
2. Resend the invoice (email or text from the delivery bar). Resend runs the invoice handoff again and refreshes the stored snapshot to match current content — the banner clears when figures align.
3. Before resend, the invoice send dialog can show a financial recap (total, tax, taxable line count) so you double-check what goes out.
When resend is not enough
If the invoice was wrong (bad line, tax, or terms), do not rely on resend alone — follow Fix a mistake on a sent invoice: Duplicate as new quote, correct the draft, lock, send the replacement, and void the original in your accounting software.
Related
• Sent quotes (before invoice phase) use a separate sent-hash for assisted Resend quote — no yellow banner; only invoice phase shows this warning.
• See Job status & ledger guardrails for forward-only status rules.