How to Edit an Invoice

Overview:

In this article, we will go through the steps of how to adjust different fields of an invoice after it has already been created. Invoices in Open or Overdue status can be adjusted.

Permission Level:  Admin + Billing

Additional Details:

• Invoices in Pending status cannot be edited. The task associated with the invoice will need to first be completed. Once it is completed, there will be an option to edit the invoice within the Task.  

• Editable Invoice Fields Include the following:
  • Invoice Price
  • Invoice Date
  • Invoice Due Date
  • Agent to be Billed
  • Invoice Item Description

Quick Reference:

Link to Full Step-by-Step Guide