Editing an invoice

Follow these steps to edit an invoice:

On the Overview
screen, select a client tile to view the client profile. You can also search for a client then select the client tile from the search result.

Select the Invoices
tab.

Select the tax year.

A list of your client's invoices will appear here. Select the Menu

icon to view the menu options.

When the options appear, select Edit
.

The Edit
button will be disabled if the Invoice has already been marked as paid or refunded.

When the Edit Invoice for Tax Year ...
window appears, edit the desired fields then select SAVE INVOICE
. Your client's invoice will be updated to new values.