How to Edit a Draft Invoice

How to Edit a Draft Invoice

Times arise when you need to edit an invoice as this can be the easiest way to offer unique discounts or manage your accounting.

Times arise when you need to edit an invoice as this can be the easiest way to offer unique discounts or manage your accounting.

You are able to edit certain aspects of an invoice when it is in drafts.

Here is how:

 

1. Navigate to the Money Tab

2. Select your invoice(s) from the Draft tab

3. Click on the invoice number and open your chosen invoice

Draft invoice

4. Click the edit button

Edit invoice

5. Now you can edit the bill payer, add extra line items which may be percentage discounts or set $ amounts, you can also add loadings or extra payment and the invoice will re-calculate, you can then approve and send when you are happy with your changes.

Edit bill payer

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