Difference between revisions of "Update client invoice"

Revision as of 10:48, 15 August 2019

To update an invoice, open the one you need, press "Actions" and then "Update":

It will bring you to the Update invoice page where you can update the details of the invoice.

The possibility of editing depends on the status of the invoice.

You can edit the invoice if it hasn't been sent or marked as sent yet, and there is no linked payment.

You may enter a custom code for the invoice if necessary.

To do so, enter the required code in the "Custom code" field::

Press "Update" to confirm changes.

Note: Custom codes have priority over the system codes.

The system keeps both codes. You may see them in the "Invoice details" section of the client invoice page:

But only the custom code is displayed on the "Client invoices list" page:

and in the invoice PDF file (i.e. the custom code replaces the system code):

You can modify the issue date of invoices.

Select the necessary date in the Issued at field, and then press "Update" to save changes:

You can add discounts or extra charges to the unsent invoice by pressing "Discounts & extra charges":

@@ Line 9: / Line 9: @@
 The possibility of editing depends on the status of the invoice.
-If the invoice has not been sent or marked as sent yet, you can edit the '''Custom code''', '''Payment method''', '''Issued at''', '''Payment terms''', and '''Note to client''' fields.
+You can edit the invoice if it hasn't been sent or marked as sent yet, and there is no linked payment.
-You may also change the invoice PDF page size and orientation here.
 [[File:Update invoice page new.png|border|700px]]