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How to edit an invoice [Video]

Did you enter in the wrong Rate or Quantity to an invoice? Do you need to make other changes to an invoice you've previously created? Follow the steps below:

How to edit an invoice

  1. Click Sales (or Invoicing) in the left hand menu.
  2. Select the Invoices tab.
  3. Scroll to the invoice you wish to edit and click on it to open it up.
  4. Make the necessary changes.
  5. Click Save and Close (or Save and Send).

Note: This process also applies to Expenses, Bills, Estimates or any other transaction.
Were you looking to edit your Invoice templates rather than an individual Invoice?  Customise invoices and other transaction forms


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