Edit History gives administrators a complete audit trail of every change made to invoices, estimates and clients. You can see who changed what, when, and review the exact before-and-after values for every field. This tutorial explains how to read, filter, search, and manage your edit history.

Opening Edit History

1. Tap your profile icon at the top of the screen to open the account menu.
2. Scroll down to the Analytics & History section.
3. Tap Edit History (orange clock-arrow icon).

The screen loads the most recent 50 activities for your currently active business. An activity counter below the filters shows how many entries are displayed out of the total (e.g., “Showing 50 of 884 activities”).

Understanding the Toolbar

Three icons appear in the top-right corner of the screen:

Filtering Activities

Below the toolbar you’ll see a row of filter chips that let you narrow down what’s shown. Tap any chip to open the filter panel.

Type Filter

Filter by the kind of document that was changed:

Action Filter

Filter by what kind of action was taken:

Date Range Filter

Filter by when the change happened:

After selecting your filters, tap Apply to refresh the list. Tap Clear to reset all filters back to their defaults. If any filter is active, a small ✕ button appears at the end of the chip row to clear everything in one tap.

Reading an Activity Entry

Each row in the list represents a single change. Here’s how to read it:

Left Side — Action Badge

Center — Activity Details

• Document type badge — an icon and label such as “Invoice”, “Estimate” or “Client”.
• Summary — a brief description of the change, for example: “Updated invoice #INV-00106: Date, Due Date, Line Items, isPaid…”
• User & timestamp — an avatar circle showing the user’s initial, their username, and the date/time (e.g., “kleysulo • Feb 21, 2026 9:25 PM”).

Right Side — Expand Chevron

A small chevron arrow on the right indicates that the row can be expanded. Tap anywhere on the row to reveal the full change details.

Viewing Change Details

When you expand an activity row, you’ll see two sections:

Changes Made

For update actions, this section shows every field that changed. Each field is displayed with:

• The field name in your theme’s primary color (e.g., “Due Date”, “Line Items”, “Is Paid”).
• A Before value — showing the old value in a red-tinted box.
• An arrow → between the two values.
• An After value — showing the new value in a green-tinted box.

Details

Below the change list, an Details section always appears showing:

• Document ID — the internal identifier of the document that was changed. This text is selectable so you can copy it.
• User Email — the email address of the user who made the change (also selectable).

Searching Edit History

1. Tap the magnifying glass icon in the top-right toolbar.
2. A search bar appears at the top of the screen with a “Search history…” placeholder.
3. Start typing — the list filters in real time to show only entries that match your text.
4. Search matches against document type, action, user name, user email, document ID, and summary text.
5. Tap the ✕ inside the field to clear your search, or tap the ✕ button beside it to close the search bar entirely.

Navigating Between Pages

Edit History loads 50 entries per page. When there are more than 50 total activities, a pagination bar appears at the bottom of the list showing:

• “Page X of Y” — your current position.
• Previous button (left arrow) — go back one page. Disabled on page 1.
• Next button (right arrow) — go forward one page. Disabled on the last page.

You can also pull down to refresh the current page at any time.

Clearing Edit History

If you want to wipe all history entries for the current business:

1. Tap the trash icon in the top-right toolbar.
2. A confirmation dialog appears: “Are you sure you want to delete all edit history?”
3. Tap Clear All to proceed, or Cancel to back out.
4. On success, a confirmation message appears: “Edit history cleared successfully.”

What Gets Tracked

Invoice Genie automatically records an edit history entry whenever any of the following happens:

For updates, the system captures every individual field that changed along with its old and new value, so you always have a full audit trail.

Quick Reference

Troubleshooting

That covers everything in Edit History. If you have questions, reach out through the Contact page.