Editing Invoices
You can edit an individual invoice — for example, to correct a line item or add a missed charge — directly from the client record. The invoice totals recalculate automatically as you make changes.
The Invoices tab may have a different name for your organization.
Open the Invoice for Editing
Navigate to the Accounting page, and in the Accounts section, click Client Accounts.
Click the desired client and select the Invoices tab.
Click the View Invoices button to the right of the account you want to edit.
Click View button for the invoice you want to edit.
Click Edit/Void > Edit at the top right of the invoice.
The invoice editing page opens.
Edit Line Items
On the invoice editing page, click the Actions button to the right of the line and select one of the following:
- Edit Item to change an existing line item
- Delete Item to remove a line item
- Add Item to add a new line item
The invoice will recalculate as you edit the items.
Finish
When you are finished editing, return to the Invoices tab on the client record to print the updated invoice or click Email to email the invoice to the recipient.