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Adding an invoice

Editing an invoice

Follow these steps to edit an invoice:
  1. 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.
  2. Select the
    Invoices
     tab.
  3. Select the tax year.
  4. A list of your client's invoices will appear here. Select the
    Menu
     icon to view the menu options.
  5. When the options appear, select
    Edit
    .
    The
    Edit
     button will be disabled if the Invoice has already been marked as paid or refunded.
    note
    The
    Paid
     status on your invoice indicates that the invoice has been marked as paid by you or your client.
  6. 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.
note
If status notifications are enabled by the user, then in 24 hours only a single notification email will be sent to the user per each notification type (add, edit, delete, refund, or mark as paid). For example: If you add 2 invoices, and delete one, then only 1 invoice will be sent for adding an invoice, and one for deleting an invoice.

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: TaxCaddy
  • Subject: Invoices

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