How do I edit an Invoice?

If you need to make changes to an existing invoice in your software, follow the steps below.

Billing/Managers and Admin users will be able to complete this action.

To access the Invoicing module:

1. Navigate to the invoicing module
   
2. Ensure you select the "Invoices (Beta)" option from the secondary menu that appears
   

To update an Invoice:

1. 1. Locate the Invoice you would like to edit
      
   2. Navigate to the Actions column of this Invoice
      
   3. To the right of the "Send" option, click the blue drop-down arrow
      
   4. A new menu will appear with other options
      
   5. From the menu that appears, select "View Invoice"
      
   6. The Invoice will open up in a new page
      
   7. Make any necessary changes to the information on this page
   8. When complete, click the "SAVE" button to save your changes
      
   9. You may also click "SAVE & SEND" instead if you wish to send the Invoice now