Easily modify existing invoices with just a few simple steps:
On the Website
1. Navigate to the Billing menu and in the All invoices page, click on the particular invoice you want to edit.
📣 You can edit issued, overdue, and paid invoices.
2. On the invoice page, click on the Edit button indicated with a pen icon. (Editing access can be controlled from the access control)
3. Make changes such as -
Invoice ID
Invoice date and Due date
Add or remove items
Quantity
Validity
Price, discounts and taxes
Note/memo
4. After editing the necessary changes click the Save button. If you'd like to email the edited invoice, Click the Email invoice checkbox.
⚠️ Note: The updated price cannot exceed the amount already paid for the invoices.
📣 Unless already paid, the updated price will be considered as part payment to be paid. Then you can record the updated/new amount by clicking on the ‘record payment’ button.
On the Staff App
1. On the Invoices page, click on the particular invoice you wish to edit.
2. On the detailed Invoice page, click on the Edit option at the top right corner. Update the invoice fields (items, amounts, due dates) as required.
Click Save at the top right corner. The invoice will be updated successfully.