Editing Invoice

Modified on Mon, 02 Jan 2023 at 04:00 AM

An invoice can be edited simply by editing notes (time/expense entries). Alternatively, the invoice may be deleted and recreated. After editing one or more notes that were previously added to the invoice, simply download the invoice again. No other action is needed. 

Note that a note included in the invoice cannot be removed from the invoice. If there is a need to remove a note from the invoice, delete the invoice, then delete the note and recreate the invoice.

 Invoice Date may be changed by clicking on Invoice Date in the listing of invoices in the Cases (Projects) or Clients tabs.

Adding/Altering Discount ** Please do not alter the discount if tax is being charged. Instead, delete the invoice and recreate **. Discounts may be added (or altered) to an invoice by clicking on the View Invoice icon  (the first icon in the invoice list line), then entering a new discount on the simplistic invoice view screen.

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