Edit invoice

Instead of editing invoices attached to orders, you can also edit them individually.

1. In Accounting, locate the invoice you wish to edit. Or, use the Search text box to find an invoice.

   

2. Select the invoice from the list, and then click Open. From here you can:
   • Export PDF
   • Send
   • Process Credit Card
   • Mark as Paid
   • Delete
   • Add information to your invoice by typing or selecting information in the appropriate fields.

     

     • To add an additional line item charge, select the fee description from the drop‑down menu. To add a miscellaneous fee for items that don't exist in your Products list, you will first need to create a miscellaneous job type. Once you've selected the product, click Add. To add or change the fee amount, locate and click the amount for that line item and enter the new fee.
     • If Fee Splits are enabled, choose who receives portions of the fee(s) received, the date paid, their percentage, and the amount paid.
     • To enter a payment you've received from your client, select the payment type, enter any additional details about the payment, and click Add to update the invoice with the payment.
3. When you're finished, click Save to save your changes to the invoice.