Edit an invoiceLast updated on 03/15/2023
Edit an invoice if a customer changes their mind about a service or piece of equipment, or if a job is complete and needs to be updated.
Invoice actions
See below for the actions you take from an invoice:
Add a task to an invoice
Search for and select the invoice you want to add a task to.
Click Add a task.
Enter the task details.
Click Save.
Edit or delete items from an invoice
If an invoice or a payment has been exported to your accounting software, you won't be able to edit or delete the invoice items or payments.
Search for and select the invoice you want to edit or delete items from.
Click Edit
to modify or X to delete an item.
Update the business unit on an invoice
If an invoice has been exported to your accounting system, you can't update the invoice business unit.
Search for and select the invoice you want to change the business unit on.
In the side menu, click Update invoice details.
Click the Business Unit dropdown and select a different business unit.
When you're finished, click Save.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.