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How to modify information on an existing Invoice
How to modify information on an existing Invoice

Describes how to modify information on an invoice

Chris Minassian avatar
Written by Chris Minassian
Updated over 3 years ago

The below instructions will guide you how to modify various information on an invoice.

  • From the BusinessMind home page click on the Sales link.

  • From the sale home page locate the view invoices section and utilize one of the smart sets or the search box to locate the invoice you need to modify.

  • Click on your invoice to display the invoice detail view.

  • From the invoice detail view locate and click the edit icon to enter the invoice editor.

Once in edit mode you can modify many of the different data points on the invoice including:

  • Date

  • Date Due

  • Item Description

  • Reference

  • Tracking0

  • Tracking1

  • Note

  • Delivery Info

Modify the info for your needs then click the save icon to save your changes.

If you need to modify or remove any payment information check out the link here

If you need to modify sales associate information check out the link here

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