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Edit and View an Invoice

Add notes, Payment Allocations, Credits and make other edits to Invoices.

Stephen Kuhn avatar
Written by Stephen Kuhn
Updated over a week ago

Read Time: 1 minute

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

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

  3. After making any changes, click Save Changes.

In the Invoice you can:

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