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INVOICES - Edit an invoice
INVOICES - Edit an invoice

Summary overview of edit invoice features.

Arynne Hargreaves avatar
Written by Arynne Hargreaves
Updated yesterday

Once an invoice or draft invoice has been created, you will be able to find these under invoices column. This process is the same for both Sales and Purchase invoices.


Click on the invoice ID to open the invoice page and make adjustments.

  1. General Info: Click into a row to update the details if required.

  2. Add charges: Select to add charges from the order or a standalone charge.

  3. Edit VAT%: Select from the dropdown to adjust the tax rate as required.

  4. Add documents: Add documents to support invoices and tasks

  5. Invoice Lines: Click into the check box to select the line(s) to update

  6. Remove/Credit selected lines: Select action to perform on the selected charge

  7. Edit details: Click pencil icon to update specific charge or description details​

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