Alexa Best Small and Medium Business CRM Software - ConvergeHub

Edit Invoice

Invoice can be edited by clicking on the ConvergeHub link in the Invoice Details page. You can also click on the ConvergeHub icon from the Invoice Listing page to edit the Invoice. The Invoice details can be edited from the tabs General, Details, Address, Other and Tags.

  • 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 ConvergeHub to complete editing the invoice. Click on ConvergeHub if you do not want to apply the new changes to the invoice.