Edit Invoice Screen

The Edit Invoice screen will display any time you click on an invoice record. This screen is for editing invoice details and viewing any information that is relevant to that invoice. You can also add payments from this screen.

If any changes are made on the Edit Invoice screen, you will want to click the button either in the top right or the bottom left of the page to ensure the information is saved. Additional file types that can be added to an invoice include

.png and .jpeg types.   To delete the invoice just click the button. (Note: Only Admin users will have the ability to delete an invoice.)

On this screen, click the Actions button to pop up a preview of what the invoice will look like and you can either print, email, or download the invoice from there. Click Cancel to close that window.

Add/Edit Invoices - The download and print options under ‘Actions’ will now include the images of the files saved to the invoices.

Click the Activity Log button to view a detailed history of changes, including the date and time of each update and the user who made them. You can also search the log by entering keywords into the Search Changes field.