Edit Invoice

You can edit an invoice’s details from two locations:

Listing Page: Find the three dots  next to the invoice you want to edit and select Edit.

Details Page: Simply click the Edit icon  or choose Edit option from the Action dropdown menu.

You can modify all invoice information by navigating through the various tabs.

• You can edit the General information of the invoice such as Name, Quote name, Deal Name, Account Name, Contact Name, Carrier, Assigned To, Due Date and Sales Stage from the General tab.
• You can change the Currency, Product name, Quantity, Sale rate, Discounts and Adjustment from the Details tab. You can also add a new product to the invoice from here.
• You can change the Billing Address and Shipping Address details from the Address tab.
• Click on Save to complete editing the invoice.