Editing an Invoice
To edit an invoice:
1: Navigate to Sales
• From the left navigation menu, click Sales → Sales Invoices
• Scroll down to All invoices to view all invoices
2. Find the Invoice
• Search for the invoice using the invoice number, customer name, or date. You can also use filters to locate it quickly.
3. Open the Edit Option
You can edit an invoice in either of the following ways:
• Open the invoice details by clicking on the invoice, then click Edit payment.
• Scroll to the right in the All-invoices list and click the Options (⋮) menu, then select Edit.
4. Make the Required Changes
Update any necessary information, such as:
• Customer details
• Invoice date or due date
• Products or services
• Quantity, price, or discount
• GST or tax details
• Notes or payment terms
5. Review the Invoice
Verify all details and ensure the totals are accurate.
6. Save the Changes
Click Save or Update Invoice to apply your changes.
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