Edit Invoice

To edit an invoice:

1. Click your "Invoices" tab.
2. Click your "edit" link on the right side for the appropriate invoice or view it by clicking your invoice number.
3. Edit fields and add or delete items on your invoice.
4. Save your changes when you are done by clicking your Save button at the bottom of your page.

Additional Information

PO Number: You can optionally enter a PO number on the right side for your records.

Items: If you need to add more items, click your blue "Add Line" link located below the list of items to enter another line for item entry.

Taxes: If you want to use taxes for your item, you need to define taxes. See the Invoice Preferences section for details

Preferred Method of Payment: You can select which payment gateway you would like your client to use by clicking the appropriate checkboxes in the blue box under the heading "Allow online payment with:".

Preferred Recipient: You can select the client contacts that you would like to send the invoice to by clicking the appropriate checkboxes in the blue box under the heading "Send this invoice to:"

Notifying the Client: You will need to notify your client if critical changes are made. See the Notifying the Client section for details on how to do this.

Requirements: If you are not the system administrator, you may not be able to add/edit invoices unless your system administrator has given you permissions to do so. See the Tabs section for more information.

Are we missing anything in our help manual? If so, please let us know by contacting us here.

You may also find additional help by visiting our support forum.