HelpCenter

What details can be changed after an Invoice is created?

To make changes to an Invoice that has already been made, go to the Invoice tab of the Invoice Module then follow these steps:

1. Find the Invoice to view.

2. Click the pencil button on the far right of the column for that Invoice.

3. You'll then enter the page to view and edit the details of that Invoice.

4. After making any changes, click Save Changes.

   

In the Invoice you can:

• Add Invoice Notes.

• Edit the Customer Name, Invoice Address, and edit the Purchase Order Number and Terms.

• View the Orders assigned to the Invoice under Order Details.

  • Useful for Multi-Order Invoices.

• View any Payment Allocations or Credits that are allocated to the Invoice.

  • Delete Payment Allocations from the Invoice.

• Void the Invoice.